Filed June 12, 2018
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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 | $274,604 | $81,504+236.9% | $102,437+168.1% | $80,959+239.2% |
| Participation rate | 97.8% | 66.9%+30.9pp | 74.5%+23.3pp | 67.7%+30.1pp |
| Annual return | 41.90% | 25.60%+16.3pp | 24.95%+16.9pp | 35.67%+6.2pp |
| Employer contribution / active EE | $14,736 | $3,104+374.8% | $3,871+280.7% | $2,757+434.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |