Filed March 10, 2021
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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 | $292,581 | $71,142+311.3% | $119,628+144.6% | $64,829+351.3% |
| Participation rate | 99.2% | 78.6%+20.6pp | 79.3%+20.0pp | 71.5%+27.7pp |
| Annual return | 70.98% | -10.01%+81.0pp | -14.98%+86.0pp | 32.85%+38.1pp |
| Employer contribution / active EE | $5,123 | $2,497+105.1% | $4,232+21.1% | $2,507+104.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,312-100.0% |
| Admin fee / account holder | $4 | $162-97.6% | $10,330-100.0% | $188-97.9% |