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 | $311,101 | $74,188+319.3% | $115,756+168.8% | $64,829+379.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 71.5%+28.5pp |
| Annual return | 9.02% | -11.81%+20.8pp | 143.14%-134.1pp | 32.85%-23.8pp |
| Employer contribution / active EE | $16,620 | $3,365+394.0% | $3,793+338.2% | $2,507+562.9% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $6,254-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $8,124-100.0% | $188-100.0% |