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 | $80,748+1514.2% | $102,383+1173.1% | $74,429+1651.2% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.3pp |
| Annual return | 36.28% | 27.57%+8.7pp | 24.94%+11.3pp | 1368.38%-1332.1pp |
| Employer contribution / active EE | $2,898 | $3,159-8.3% | $3,870-25.1% | $2,625+10.4% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |