Filed August 19, 2024
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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 | $689,255 | $80,781+753.2% | $102,437+572.9% | $74,478+825.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 44.96% | 27.58%+17.4pp | 24.95%+20.0pp | 1370.56%-1325.6pp |
| Employer contribution / active EE | $23,838 | $3,160+654.4% | $3,871+515.8% | $2,626+807.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $42 | $2,372-98.2% | $8,388-99.5% | $1,946-97.8% |