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 | $918,389 | $59,220+1450.8% | $96,570+851.0% | $79,391+1056.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 33.79% | 27.08%+6.7pp | 37.79%-4.0pp | 116.88%-83.1pp |
| Employer contribution / active EE | $10,046 | $1,216+725.9% | $2,357+326.2% | $2,428+313.8% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |