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 | $352,738 | $185,905+89.7% | $170,057+107.4% | $139,487+152.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.53% | 60.56%-39.0pp | 53.42%-31.9pp | 373.84%-352.3pp |
| Employer contribution / active EE | $18,163 | $7,597+139.1% | $6,790+167.5% | $4,755+282.0% |
| Participant deferral / active EE | $15,112 | $11,627+30.0% | $10,411+45.2% | $6,713+125.1% |
| Admin fee / account holder | $7 | $15,397-100.0% | $12,826-99.9% | $11,407-99.9% |