Filed July 26, 2021 (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 | $307,872 | $66,302+364.3% | $110,243+179.3% | $56,289+447.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 8.23% | -1.18%+9.4pp | 314.76%-306.5pp | -9.96%+18.2pp |
| Employer contribution / active EE | $6,322 | $2,047+208.8% | $3,827+65.2% | $2,111+199.5% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |