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 | $80,731+753.8% | $103,378+566.7% | $74,400+826.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 44.96% | 27.56%+17.4pp | 24.91%+20.0pp | 1367.51%-1322.6pp |
| Employer contribution / active EE | $23,838 | $3,159+654.5% | $3,870+515.9% | $2,624+808.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $42 | $2,369-98.2% | $8,401-99.5% | $1,944-97.8% |