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 | $267,105 | $69,383+285.0% | $101,275+163.7% | $73,501+263.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 38.56% | 18.46%+20.1pp | 46.46%-7.9pp | 28.51%+10.0pp |
| Employer contribution / active EE | $3,665 | $2,628+39.5% | $3,660+0.1% | $2,270+61.5% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |