Filed December 13, 2023
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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 | $360,532 | $89,588+302.4% | $135,987+165.1% | $77,714+363.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 76.4%+23.6pp | 70.6%+29.4pp |
| Annual return | 17.70% | 17.42%+0.3pp | 580.01%-562.3pp | 31.26%-13.6pp |
| Employer contribution / active EE | $19,129 | $3,491+448.0% | $4,214+354.0% | $2,727+601.5% |
| Participant deferral / active EE | $0 | $5,591-100.0% | $7,027-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $539-100.0% | $6,716-100.0% | $433-100.0% |