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 | $488,468 | $73,149+567.8% | $120,580+305.1% | $77,762+528.2% |
| Participation rate | 100.0% | 55.2%+44.8pp | 72.0%+28.0pp | 70.6%+29.4pp |
| Annual return | 14.17% | 18.24%-4.1pp | 107.48%-93.3pp | 31.27%-17.1pp |
| Employer contribution / active EE | $11,732 | $1,793+554.2% | $3,469+238.2% | $2,728+330.1% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $4,995-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $660-100.0% | $9,418-100.0% | $433-100.0% |