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 | $368,796 | $55,449+565.1% | $83,831+339.9% | $56,289+555.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 4.00% | -1.38%+5.4pp | 850.99%-847.0pp | -9.96%+14.0pp |
| Employer contribution / active EE | $17,057 | $2,430+601.8% | $3,631+369.7% | $2,111+707.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |