Filed October 24, 2022
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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 | $776,464 | $84,507+818.8% | $125,401+519.2% | $66,954+1059.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.47% | -8.51%-7.0pp | 572.53%-588.0pp | 1.57%-17.0pp |
| Employer contribution / active EE | $53,214 | $3,554+1397.2% | $4,816+1005.0% | $2,545+1991.0% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,008-100.0% | $594-100.0% |