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 | $504,679 | $50,643+896.5% | $106,619+373.3% | $55,167+814.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.0%+22.0pp | 69.0%+31.0pp |
| Annual return | 21.23% | 7.02%+14.2pp | 9.42%+11.8pp | 169.23%-148.0pp |
| Employer contribution / active EE | $8,506 | $1,626+423.2% | $3,947+115.5% | $1,963+333.4% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |