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 | $277,545 | $73,518+277.5% | $63,003+340.5% | $147,585+88.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.34% | 175.46%-162.1pp | 87.59%-74.3pp | 578.57%-565.2pp |
| Employer contribution / active EE | $15,516 | $3,322+367.0% | $2,760+462.1% | $4,876+218.2% |
| Participant deferral / active EE | $14,005 | $4,183+234.8% | $3,329+320.7% | $5,439+157.5% |
| Admin fee / account holder | $180 | $5,952-97.0% | $3,600-95.0% | $10,885-98.3% |