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 | $546,242 | $77,677+603.2% | $109,173+400.3% | $79,391+588.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 126.42% | 23.44%+103.0pp | 25.75%+100.7pp | 116.88%+9.5pp |
| Employer contribution / active EE | $3,397 | $2,798+21.4% | $3,723-8.7% | $2,428+39.9% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |