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 | $80,748+391.2% | $102,383+287.4% | $74,429+432.9% |
| Participation rate | 97.1% | 65.7%+31.4pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 138.67% | 27.57%+111.1pp | 24.94%+113.7pp | 1368.38%-1229.7pp |
| Employer contribution / active EE | $5,871 | $3,159+85.8% | $3,870+51.7% | $2,625+123.7% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |