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 | $66,486+611.2% | $81,370+481.1% | $77,762+508.1% |
| Participation rate | 99.8% | 68.7%+31.1pp | 69.5%+30.3pp | 70.6%+29.2pp |
| Annual return | 36.26% | 15.95%+20.3pp | 24.85%+11.4pp | 31.27%+5.0pp |
| Employer contribution / active EE | $8,049 | $2,158+273.1% | $2,464+226.7% | $2,728+195.0% |
| Participant deferral / active EE | $0 | $3,677-100.0% | $3,885-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $586-100.0% | $5,749-100.0% | $433-100.0% |