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 | $87,060+298.8% | $105,591+228.8% | $80,911+329.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 48.36% | 17.05%+31.3pp | 116.43%-68.1pp | 35.63%+12.7pp |
| Employer contribution / active EE | $3,440 | $2,396+43.6% | $3,166+8.7% | $2,756+24.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $195 | $8,442-97.7% | $11,024-98.2% | $6,935-97.2% |