Filed October 19, 2017 (most recent of 2 filings on file)
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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 | $472,855 | $66,501+611.1% | $81,482+480.3% | $77,692+508.6% |
| Participation rate | 99.8% | 68.7%+31.1pp | 69.5%+30.3pp | 70.6%+29.2pp |
| Annual return | 36.26% | 15.93%+20.3pp | 24.79%+11.5pp | 31.25%+5.0pp |
| Employer contribution / active EE | $8,049 | $2,158+272.9% | $2,463+226.8% | $2,726+195.2% |
| Participant deferral / active EE | $0 | $3,678-100.0% | $3,885-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $583-100.0% | $5,761-100.0% | $431-100.0% |