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 | $371,106 | $64,176+478.3% | $112,263+230.6% | $66,949+454.3% |
| Participation rate | 99.4% | 68.4%+30.9pp | 75.1%+24.3pp | 69.8%+29.6pp |
| Annual return | -2.46% | -13.80%+11.3pp | 27.49%-30.0pp | 1.57%-4.0pp |
| Employer contribution / active EE | $19,630 | $3,007+552.9% | $3,636+439.9% | $2,545+671.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |