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 | $452,558 | $47,969+843.4% | $85,969+426.4% | $52,331+764.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 10.19% | -0.13%+10.3pp | 9.32%+0.9pp | 4.54%+5.6pp |
| Employer contribution / active EE | $8,594 | $1,460+488.7% | $3,474+147.3% | $1,882+356.7% |
| Participant deferral / active EE | $0 | $2,110-100.0% | $3,829-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $530-100.0% | $6,053-100.0% | $592-100.0% |