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 | $985,017 | $76,669+1184.8% | $96,520+920.5% | $71,495+1277.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 31.62% | 48.29%-16.7pp | 35.72%-4.1pp | 28.85%+2.8pp |
| Employer contribution / active EE | $3,011 | $3,031-0.6% | $3,739-19.5% | $2,589+16.3% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,733-100.0% | $1,588-100.0% |