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 | $265,599 | $167,533+58.5% | $151,645+75.1% | $134,545+97.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.66% | 7.81%-27.5pp | 3.34%-23.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $16,601 | $6,828+143.1% | $6,165+169.3% | $4,742+250.1% |
| Participant deferral / active EE | $11,561 | $8,985+28.7% | $8,363+38.2% | $6,401+80.6% |
| Admin fee / account holder | $7 | $13,781-99.9% | $11,614-99.9% | $11,431-99.9% |