Filed January 7, 2021
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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 | $396,630 | $80,781+391.0% | $102,437+287.2% | $74,478+432.5% |
| Participation rate | 97.1% | 65.7%+31.4pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 138.67% | 27.58%+111.1pp | 24.95%+113.7pp | 1370.56%-1231.9pp |
| Employer contribution / active EE | $5,871 | $3,160+85.8% | $3,871+51.7% | $2,626+123.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |