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 | $386,439 | $201,372+91.9% | $184,260+109.7% | $145,884+164.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.88% | 29.04%-17.2pp | 28.84%-17.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $19,587 | $7,024+178.9% | $6,427+204.7% | $4,662+320.1% |
| Participant deferral / active EE | $14,235 | $9,808+45.1% | $9,133+55.9% | $6,690+112.8% |
| Admin fee / account holder | $15 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |