Filed July 2, 2021
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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,362 | $91,559+229.1% | $133,978+124.9% | $79,856+277.4% |
| Participation rate | 83.7% | 73.3%+10.4pp | 79.8%+3.9pp | 69.6%+14.1pp |
| Annual return | 60.96% | 61.85%-0.9pp | 45.10%+15.9pp | 31.71%+29.2pp |
| Employer contribution / active EE | $9,520 | $2,384+299.4% | $3,919+142.9% | $2,471+285.2% |
| Participant deferral / active EE | $5,877 | $3,734+57.4% | $5,047+16.4% | $3,741+57.1% |
| Admin fee / account holder | $234 | $6,321-96.3% | $8,930-97.4% | $5,306-95.6% |