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 | $465,017 | $91,406+408.7% | $130,070+257.5% | $74,478+524.4% |
| Participation rate | 99.4% | 77.8%+21.6pp | 78.5%+20.9pp | 70.7%+28.7pp |
| Annual return | 70.08% | 23.21%+46.9pp | -137.40%+207.5pp | 34.37%+35.7pp |
| Employer contribution / active EE | $6,021 | $2,565+134.8% | $4,322+39.3% | $2,637+128.4% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $12 | $283-95.7% | $10,600-99.9% | $347-96.5% |