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 | $1,140,351 | $49,451+2206.0% | $79,580+1333.0% | $66,938+1603.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | 29.13% | 84.25%-55.1pp | 0.15%+29.0pp | 1.58%+27.6pp |
| Employer contribution / active EE | $20,566 | $1,266+1525.1% | $2,413+752.2% | $2,545+708.0% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |