Filed June 12, 2023
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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 | $308,475 | $89,465+244.8% | $165,100+86.8% | $77,762+296.7% |
| Participation rate | 99.7% | 78.6%+21.1pp | 78.6%+21.1pp | 70.6%+29.2pp |
| Annual return | 21.76% | 28.86%-7.1pp | 70.21%-48.4pp | 31.27%-9.5pp |
| Employer contribution / active EE | $1,582 | $2,565-38.3% | $4,348-63.6% | $2,728-42.0% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |