Filed March 26, 2019
Total covered: 45 employees
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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 | $261,735 | $99,168+163.9% | $96,534+171.1% | $74,460+251.5% |
| Participation rate | 99.2% | 80.7%+18.5pp | 76.0%+23.2pp | 70.7%+28.4pp |
| Annual return | 18.38% | 22.40%-4.0pp | 25.88%-7.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $17,600 | $2,570+584.9% | $2,965+493.5% | $2,638+567.2% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $24 | $225-89.4% | $8,253-99.7% | $348-93.1% |