Filed October 13, 2017
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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,553 | $77,920+325.5% | $149,723+121.4% | $75,177+341.0% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.8pp | 67.2%+30.4pp |
| Annual return | 23.81% | 31.72%-7.9pp | 134.50%-110.7pp | 160.75%-136.9pp |
| Employer contribution / active EE | $27,063 | $3,138+762.4% | $4,821+461.3% | $2,671+913.2% |
| Participant deferral / active EE | $21,566 | $3,411+532.2% | $5,682+279.5% | $4,126+422.6% |
| Admin fee / account holder | $264 | $5,951-95.6% | $13,215-98.0% | $5,651-95.3% |