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 | $328,578 | $82,978+296.0% | $130,298+152.2% | $74,478+341.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 76.3%+23.7pp | 70.7%+29.3pp |
| Annual return | 15.89% | 123.05%-107.2pp | 38.90%-23.0pp | 34.37%-18.5pp |
| Employer contribution / active EE | $17,183 | $3,391+406.7% | $4,128+316.3% | $2,637+551.7% |
| Participant deferral / active EE | $0 | $5,370-100.0% | $6,790-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $6,025-100.0% | $347-100.0% |