Filed December 28, 2016
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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 | $1,269,093 | $101,283+1153.0% | $75,826+1573.7% | $135,380+837.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 2.77% | 3384.62%-3381.9pp | 1914.15%-1911.4pp | 519.81%-517.0pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $62,500 | $3,469+1701.7% | $2,862+2083.4% | $5,609+1014.3% |
| Admin fee / account holder | $8 | $6,539-99.9% | $4,726-99.8% | $10,828-99.9% |