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 | $619,574 | $58,320+962.4% | $86,451+616.7% | $66,949+825.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 9.95% | -9.71%+19.7pp | 4398.51%-4388.6pp | 1.57%+8.4pp |
| Employer contribution / active EE | $12,385 | $2,615+373.5% | $3,770+228.5% | $2,545+386.6% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,953-100.0% | $4,239-100.0% |
| Admin fee / account holder | $8 | $546-98.6% | $6,734-99.9% | $594-98.7% |