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 | $277,238 | $53,531+417.9% | $86,251+221.4% | $96,393+187.6% |
| Participation rate | 99.0% | 53.4%+45.6pp | 69.0%+30.1pp | 71.3%+27.8pp |
| Annual return | 16.06% | 20.51%-4.5pp | 1170.54%-1154.5pp | 22.88%-6.8pp |
| Employer contribution / active EE | $10,982 | $1,158+848.1% | $2,381+361.2% | $3,239+239.1% |
| Participant deferral / active EE | $5,342 | $1,965+171.9% | $3,987+34.0% | $5,455-2.1% |
| Admin fee / account holder | $0 | $55-100.0% | $6,857-100.0% | $74-100.0% |