Filed January 8, 2024 (most recent of 4 filings on file)
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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 | $1,303,431 | $80,781+1513.5% | $102,437+1172.4% | $74,478+1650.1% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.3pp |
| Annual return | 36.28% | 27.58%+8.7pp | 24.95%+11.3pp | 1370.56%-1334.3pp |
| Employer contribution / active EE | $2,898 | $3,160-8.3% | $3,871-25.1% | $2,626+10.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |