Filed February 1, 2017
Total covered: 13 employees
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $460,501 | $124,414+270.1% | $115,170+299.8% | $67,579+581.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 14.80% | 29.40%-14.6pp | 35.60%-20.8pp | 378.56%-363.8pp |
| Employer contribution / active EE | $10,135 | $1,454+596.8% | $3,179+218.8% | $2,148+371.9% |
| Participant deferral / active EE | $0 | $2,331-100.0% | $4,169-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $361-100.0% | $7,089-100.0% | $142-100.0% |