Filed April 1, 2019
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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 | $317,761 | $64,909+389.5% | $82,312+286.0% | $62,293+410.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 37.21% | 21.18%+16.0pp | 25.88%+11.3pp | 28.90%+8.3pp |
| Employer contribution / active EE | $14,781 | $1,676+781.9% | $2,428+508.7% | $2,042+623.8% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |