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 | $297,275 | $133,998+121.9% | $112,263+164.8% | $134,545+120.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.47% | 47.17%-63.6pp | 27.49%-44.0pp | 418.37%-434.8pp |
| Employer contribution / active EE | $9,930 | $4,040+145.8% | $3,636+173.1% | $4,742+109.4% |
| Participant deferral / active EE | $9,452 | $5,292+78.6% | $4,729+99.9% | $6,401+47.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |