Filed December 16, 2019
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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 | $347,171 | $87,059+298.8% | $105,608+228.7% | $80,925+329.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 48.36% | 17.05%+31.3pp | 116.50%-68.1pp | 35.65%+12.7pp |
| Employer contribution / active EE | $3,440 | $2,396+43.5% | $3,167+8.6% | $2,756+24.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $195 | $8,443-97.7% | $11,028-98.2% | $6,940-97.2% |