Filed March 11, 2020
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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 | $1,387,416 | $59,467+2233.1% | $93,727+1380.3% | $74,478+1762.9% |
| Participation rate | 98.8% | 59.6%+39.1pp | 68.7%+30.1pp | 67.2%+31.5pp |
| Annual return | 30.95% | 82.14%-51.2pp | 133.83%-102.9pp | 1370.56%-1339.6pp |
| Employer contribution / active EE | $23,159 | $1,267+1728.4% | $2,421+856.4% | $2,626+781.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $3,028-100.0% | $8,292-100.0% | $1,946-99.9% |