Filed January 8, 2024 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,991,519 | $80,332+2379.1% | $107,187+1758.0% | $64,097+3007.0% |
| Participation rate | 99.5% | 54.4%+45.1pp | 75.0%+24.5pp | 55.2%+44.3pp |
| Annual return | 59.59% | 24.26%+35.3pp | 204.55%-145.0pp | 34.64%+24.9pp |
| Employer contribution / active EE | $8,261 | $2,501+230.3% | $3,782+118.4% | $1,891+336.8% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $5,096-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $4,314-100.0% | $9,162-100.0% | $3,454-100.0% |