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 | $833,080 | $64,138+1198.9% | $112,258+642.1% | $66,930+1144.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 60.87% | -13.81%+74.7pp | 27.47%+33.4pp | 1.57%+59.3pp |
| Employer contribution / active EE | $3,277 | $3,006+9.0% | $3,636-9.9% | $2,545+28.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,411-100.0% | $593-100.0% |