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 | $342,722 | $59,191+479.0% | $76,767+346.4% | $56,289+508.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 77.0%+11.9pp | 69.9%+19.0pp |
| Annual return | 18.94% | 6.62%+12.3pp | 2.43%+16.5pp | -9.96%+28.9pp |
| Employer contribution / active EE | $14,669 | $1,759+734.0% | $2,485+490.2% | $2,111+594.8% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |