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 | $415,810 | $52,122+697.8% | $104,301+298.7% | $64,819+541.5% |
| Participation rate | 100.0% | 56.0%+44.0pp | 73.3%+26.7pp | 71.5%+28.5pp |
| Annual return | -0.83% | 13.26%-14.1pp | 24.61%-25.4pp | 32.84%-33.7pp |
| Employer contribution / active EE | $10,665 | $1,627+555.6% | $3,373+216.2% | $2,507+325.4% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $4,626-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $155-100.0% | $7,340-100.0% | $188-100.0% |