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 | $59,456+2233.5% | $93,681+1381.0% | $74,400+1764.8% |
| Participation rate | 98.8% | 59.6%+39.1pp | 68.7%+30.0pp | 67.2%+31.5pp |
| Annual return | 30.95% | 82.00%-51.1pp | 133.47%-102.5pp | 1367.51%-1336.6pp |
| Employer contribution / active EE | $23,159 | $1,266+1729.4% | $2,422+856.1% | $2,624+782.4% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,415-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $3,026-100.0% | $8,290-100.0% | $1,944-99.9% |