Filed July 14, 2020
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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 | $456,177 | $110,410+313.2% | $102,437+345.3% | $145,897+212.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.40% | 24.85%-8.4pp | 24.95%-8.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $10,145 | $4,217+140.6% | $3,871+162.1% | $4,663+117.6% |
| Participant deferral / active EE | $12,469 | $5,622+121.8% | $5,060+146.4% | $6,689+86.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |