Filed March 9, 2020 (most recent of 3 filings on file)
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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,596 | $54,757+441.7% | $90,304+228.4% | $72,975+306.4% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.3%+24.0pp | 69.5%+27.8pp |
| Annual return | 25.65% | 30.63%-5.0pp | 78.13%-52.5pp | 81.01%-55.4pp |
| Employer contribution / active EE | $8,509 | $2,093+306.5% | $2,855+198.1% | $2,440+248.7% |
| Participant deferral / active EE | $13,092 | $2,887+353.5% | $3,885+237.0% | $3,608+262.9% |
| Admin fee / account holder | $3 | $3,973-99.9% | $5,354-99.9% | $5,124-99.9% |