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% | $93,669+1381.2% | $74,429+1764.1% |
| Participation rate | 98.8% | 59.6%+39.1pp | 68.7%+30.0pp | 67.2%+31.5pp |
| Annual return | 30.95% | 82.00%-51.1pp | 133.59%-102.6pp | 1368.38%-1337.4pp |
| Employer contribution / active EE | $23,159 | $1,266+1729.4% | $2,424+855.6% | $2,625+782.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $3,026-100.0% | $8,291-100.0% | $1,944-99.9% |