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 | $424,029 | $107,440+294.7% | $105,738+301.0% | $55,725+660.9% |
| Participation rate | 100.0% | 55.5%+44.5pp | 76.3%+23.7pp | 70.9%+29.1pp |
| Annual return | -1.05% | -0.59%-0.5pp | 6.27%-7.3pp | 244.93%-246.0pp |
| Employer contribution / active EE | $9,087 | $1,448+527.5% | $3,268+178.0% | $2,078+337.2% |
| Participant deferral / active EE | $0 | $2,171-100.0% | $4,080-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $6,913-100.0% | $115-100.0% |