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 | $101,499+165.2% | $147,005+83.1% | $74,546+261.1% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 17.80% | 8732.34%-8714.5pp | 418.76%-401.0pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $7,765 | $3,811+103.8% | $4,934+57.4% | $2,624+195.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |