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 | $853,183 | $84,940+904.5% | $111,306+666.5% | $79,389+974.7% |
| Participation rate | 90.7% | 75.9%+14.9pp | 77.3%+13.4pp | 70.7%+20.0pp |
| Annual return | 110.15% | 17.45%+92.7pp | 54.67%+55.5pp | 116.89%-6.7pp |
| Employer contribution / active EE | $18,474 | $1,979+833.3% | $2,732+576.2% | $2,428+660.9% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |