Filed January 22, 2019
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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 | $278,776 | $54,717+409.5% | $86,216+223.3% | $71,511+289.8% |
| Participation rate | 89.9% | 60.1%+29.8pp | 69.0%+21.0pp | 67.9%+22.0pp |
| Annual return | 19.89% | 20.07%-0.2pp | 1169.42%-1149.5pp | 28.86%-9.0pp |
| Employer contribution / active EE | $7,583 | $1,267+498.6% | $2,382+218.4% | $2,589+192.9% |
| Participant deferral / active EE | $13,101 | $3,110+321.2% | $3,986+228.7% | $4,291+205.3% |
| Admin fee / account holder | $4 | $1,922-99.8% | $6,853-99.9% | $1,588-99.8% |