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 | $287,411 | $64,286+347.1% | $106,387+170.2% | $55,727+415.7% |
| Participation rate | 98.6% | 75.2%+23.4pp | 77.5%+21.2pp | 70.9%+27.8pp |
| Annual return | 7.26% | 0.84%+6.4pp | 0.25%+7.0pp | 244.94%-237.7pp |
| Employer contribution / active EE | $12,454 | $2,367+426.1% | $3,520+253.8% | $2,078+499.3% |
| Participant deferral / active EE | $0 | $4,158-100.0% | $5,421-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $7,510-100.0% | $115-100.0% |