Filed December 17, 2014 (most recent of 2 filings on file)
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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 | $1,173,719 | $223,823+424.4% | $211,142+455.9% | $154,746+658.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.50% | 50.39%-36.9pp | 46.84%-33.3pp | 172.34%-158.8pp |
| Employer contribution / active EE | $19,227 | $6,787+183.3% | $6,442+198.5% | $4,379+339.1% |
| Participant deferral / active EE | $21,679 | $9,750+122.3% | $9,284+133.5% | $6,730+222.1% |
| Admin fee / account holder | $52 | $19,707-99.7% | $19,076-99.7% | $14,365-99.6% |