Filed March 10, 2015
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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,154 | $101,591+164.9% | $147,096+83.0% | $74,429+261.6% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 17.80% | 8746.45%-8728.6pp | 419.75%-401.9pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $7,765 | $3,813+103.7% | $4,936+57.3% | $2,625+195.8% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |