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 | $315,828 | $56,503+459.0% | $69,888+351.9% | $64,829+387.2% |
| Participation rate | 99.8% | 70.5%+29.3pp | 70.5%+29.3pp | 71.5%+28.3pp |
| Annual return | -2.75% | -13.44%+10.7pp | 190.87%-193.6pp | 32.85%-35.6pp |
| Employer contribution / active EE | $6,224 | $2,046+204.1% | $2,560+143.1% | $2,507+148.2% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,849-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,267-100.0% | $188-100.0% |