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 | $81,446+237.2% | $103,374+165.6% | $80,874+239.5% |
| Participation rate | 97.8% | 66.9%+30.9pp | 74.5%+23.3pp | 67.6%+30.1pp |
| Annual return | 41.90% | 25.57%+16.3pp | 24.89%+17.0pp | 35.62%+6.3pp |
| Employer contribution / active EE | $14,736 | $3,107+374.3% | $3,869+280.8% | $2,756+434.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |