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 | $263,302 | $65,820+300.0% | $108,745+142.1% | $57,661+356.6% |
| Participation rate | 98.5% | 72.7%+25.8pp | 77.7%+20.8pp | 70.2%+28.3pp |
| Annual return | 16.53% | 21.32%-4.8pp | 46.22%-29.7pp | 5.13%+11.4pp |
| Employer contribution / active EE | $11,666 | $2,285+410.5% | $3,323+251.0% | $1,974+491.0% |
| Participant deferral / active EE | $0 | $3,578-100.0% | $5,121-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $6,144-100.0% | $95-100.0% |