Filed October 30, 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 | $348,698 | $162,821+114.2% | $133,978+160.3% | $158,982+119.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.57% | 41.95%-29.4pp | 45.10%-32.5pp | 302.99%-290.4pp |
| Employer contribution / active EE | $20,396 | $4,976+309.9% | $3,919+420.5% | $4,763+328.2% |
| Participant deferral / active EE | $12,166 | $5,910+105.8% | $5,047+141.0% | $5,983+103.3% |
| Admin fee / account holder | $24 | $11,742-99.8% | $8,930-99.7% | $11,252-99.8% |