Filed September 24, 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 | $855,990 | $79,169+981.2% | $100,415+752.5% | $74,478+1049.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 28.10% | 20.51%+7.6pp | 49.47%-21.4pp | 1370.56%-1342.5pp |
| Employer contribution / active EE | $15,680 | $3,017+419.7% | $3,943+297.7% | $2,626+497.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,091-100.0% | $4,350-100.0% |
| Admin fee / account holder | $7 | $1,337-99.4% | $7,906-99.9% | $1,946-99.6% |