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 | $702,853 | $69,511+911.1% | $94,664+642.5% | $71,511+882.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 19.77% | 29.67%-9.9pp | 156.84%-137.1pp | 28.86%-9.1pp |
| Employer contribution / active EE | $15,990 | $2,853+460.4% | $3,673+335.3% | $2,589+517.6% |
| Participant deferral / active EE | $0 | $7,348-100.0% | $7,417-100.0% | $4,291-100.0% |
| Admin fee / account holder | $15 | $1,211-98.8% | $7,222-99.8% | $1,588-99.1% |