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 | $278,857 | $86,225+223.4% | $146,649+90.2% | $86,828+221.2% |
| Participation rate | 99.7% | 78.0%+21.7pp | 80.1%+19.6pp | 72.3%+27.4pp |
| Annual return | 47.56% | 31.23%+16.3pp | 22.75%+24.8pp | 97.95%-50.4pp |
| Employer contribution / active EE | $3,494 | $2,392+46.1% | $4,137-15.5% | $2,406+45.2% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |