Filed February 28, 2022
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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 | $275,956 | $197,637+39.6% | $177,848+55.2% | $158,982+73.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.02% | 58.77%-44.7pp | 48.33%-34.3pp | 302.99%-289.0pp |
| Employer contribution / active EE | $14,023 | $6,698+109.4% | $5,919+136.9% | $4,763+194.4% |
| Participant deferral / active EE | $9,457 | $8,405+12.5% | $7,714+22.6% | $5,983+58.1% |
| Admin fee / account holder | $55 | $15,406-99.6% | $12,431-99.6% | $11,252-99.5% |