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 | $396,785 | $58,726+575.6% | $92,240+330.2% | $62,293+537.0% |
| Participation rate | 99.2% | 68.3%+30.9pp | 76.5%+22.8pp | 69.5%+29.7pp |
| Annual return | 36.41% | 43.62%-7.2pp | 176.29%-139.9pp | 28.90%+7.5pp |
| Employer contribution / active EE | $18,220 | $2,392+661.8% | $3,680+395.1% | $2,042+792.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |