Filed October 24, 2022
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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $843,423 | $80,753+944.4% | $136,298+518.8% | $62,293+1254.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.06% | 35.83%-19.8pp | 5156.27%-5140.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $52,814 | $2,884+1731.5% | $4,696+1024.7% | $2,042+2486.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |