Filed June 18, 2018
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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 | $314,694 | $52,884+495.1% | $84,753+271.3% | $55,167+470.4% |
| Participation rate | 99.2% | 67.5%+31.7pp | 76.6%+22.6pp | 69.0%+30.3pp |
| Annual return | 1364.78% | 18.03%+1346.7pp | 22.78%+1342.0pp | 169.23%+1195.6pp |
| Employer contribution / active EE | $15,152 | $2,233+578.4% | $3,574+323.9% | $1,963+672.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |