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 | $68,097+886.5% | $62,929+967.6% | $137,256+389.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.62% | 1859.11%-1847.5pp | 1063.93%-1052.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $23,855 | $2,811+748.6% | $2,505+852.5% | $4,156+474.0% |
| Participant deferral / active EE | $24,105 | $4,553+429.5% | $3,888+519.9% | $6,407+276.2% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |