Filed February 1, 2017
Total covered: 13 employees
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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 | $590,218 | $89,241+561.4% | $134,172+339.9% | $79,634+641.2% |
| Participation rate | 100.0% | 47.1%+52.9pp | 72.5%+27.5pp | 62.5%+37.5pp |
| Annual return | 23.54% | 16.69%+6.9pp | 25.30%-1.8pp | 36.46%-12.9pp |
| Employer contribution / active EE | $11,821 | $1,634+623.3% | $3,420+245.6% | $2,529+367.4% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $4,690-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,359-100.0% | $12,016-100.0% | $1,002-100.0% |