Filed February 10, 2020
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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 | $330,957 | $97,732+238.6% | $83,831+294.8% | $135,380+144.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.66% | 1287.56%-1291.2pp | 850.99%-854.6pp | 519.81%-523.5pp |
| Employer contribution / active EE | $13,231 | $4,222+213.4% | $3,631+264.4% | $4,779+176.9% |
| Participant deferral / active EE | $7,421 | $4,683+58.5% | $4,082+81.8% | $5,609+32.3% |
| Admin fee / account holder | $87 | $6,675-98.7% | $5,479-98.4% | $10,828-99.2% |