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 | $227,291+416.4% | $214,702+446.7% | $155,188+656.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.50% | 60.08%-46.6pp | 54.55%-41.1pp | 148.84%-135.3pp |
| Employer contribution / active EE | $19,227 | $6,772+183.9% | $6,461+197.6% | $4,248+352.6% |
| Participant deferral / active EE | $21,679 | $9,582+126.3% | $9,147+137.0% | $6,531+231.9% |
| Admin fee / account holder | $52 | $20,413-99.7% | $19,830-99.7% | $14,480-99.6% |