Filed January 31, 2024 (most recent of 2 filings on file)
Total covered: 466 employees
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 | $307,151 | $178,759+71.8% | $102,460+199.8% | $106,553+188.3% |
| Participation rate | 78.7% | 91.3%-12.6pp | 76.5%+2.2pp | 69.8%+8.9pp |
| Annual return | 13.30% | 17.23%-3.9pp | 29.47%-16.2pp | 17.37%-4.1pp |
| Employer contribution / active EE | $7,941 | $5,750+38.1% | $3,025+162.5% | $3,359+136.4% |
| Participant deferral / active EE | $12,502 | $9,466+32.1% | $5,056+147.3% | $5,562+124.8% |
| Admin fee / account holder | $9 | $62-85.6% | $9,460-99.9% | $80-88.8% |