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 | $111,814+308.0% | $103,374+341.3% | $145,959+212.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.40% | 24.77%-8.4pp | 24.89%-8.5pp | 561.95%-545.5pp |
| Employer contribution / active EE | $10,145 | $4,214+140.8% | $3,869+162.2% | $4,661+117.7% |
| Participant deferral / active EE | $12,469 | $5,618+121.9% | $5,058+146.5% | $6,689+86.4% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |