Filed December 4, 2019
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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 | $445,627 | $99,011+350.1% | $86,582+414.7% | $147,586+201.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.31% | 1312.75%-1302.4pp | 965.08%-954.8pp | 578.59%-568.3pp |
| Employer contribution / active EE | $10,308 | $3,132+229.1% | $2,839+263.0% | $4,876+111.4% |
| Participant deferral / active EE | $15,615 | $3,972+293.1% | $3,609+332.7% | $5,439+187.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |