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 | $280,885 | $68,544+309.8% | $115,752+142.7% | $69,634+303.4% |
| Participation rate | 99.4% | 74.0%+25.5pp | 77.8%+21.7pp | 70.7%+28.7pp |
| Annual return | 16.55% | 20.97%-4.4pp | 19.41%-2.9pp | 27572.26%-27555.7pp |
| Employer contribution / active EE | $11,854 | $2,400+393.9% | $3,492+239.5% | $2,032+483.3% |
| Participant deferral / active EE | $0 | $3,887-100.0% | $5,204-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $6,278-100.0% | $110-100.0% |