Filed April 12, 2017 (most recent of 2 filings on file)
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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $671,795 | $76,368+779.7% | $67,681+892.6% | $154,746+334.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.62% | 1066.77%-1055.1pp | 590.58%-579.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $23,855 | $3,151+657.0% | $2,678+790.7% | $4,379+444.8% |
| Participant deferral / active EE | $24,105 | $4,824+399.7% | $3,976+506.3% | $6,730+258.1% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |