Filed June 17, 2020 (most recent of 3 filings on file)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,480 | $47,540+431.1% | $79,591+217.2% | $89,433+182.3% |
| Participation rate | 99.0% | 54.9%+44.1pp | 69.5%+29.5pp | 71.3%+27.7pp |
| Annual return | 13.49% | -8.05%+21.5pp | 0.18%+13.3pp | -11.88%+25.4pp |
| Employer contribution / active EE | $8,429 | $1,122+651.3% | $2,413+249.3% | $3,021+179.0% |
| Participant deferral / active EE | $5,129 | $1,961+161.5% | $3,986+28.7% | $5,125+0.1% |
| Admin fee / account holder | $0 | $59-100.0% | $6,815-100.0% | $79-100.0% |