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 | $497,272 | $58,101+755.9% | $118,946+318.1% | $73,412+577.4% |
| Participation rate | 100.0% | 56.1%+43.9pp | 75.4%+24.6pp | 72.2%+27.8pp |
| Annual return | 19.52% | 20.56%-1.0pp | 35.89%-16.4pp | 59.30%-39.8pp |
| Employer contribution / active EE | $10,845 | $1,445+650.4% | $3,263+232.3% | $2,234+385.5% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $4,266-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $138-100.0% | $6,581-100.0% | $158-100.0% |