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 | $305,034 | $71,142+328.8% | $119,628+155.0% | $64,829+370.5% |
| Participation rate | 99.7% | 78.6%+21.1pp | 79.3%+20.4pp | 71.5%+28.2pp |
| Annual return | 32.19% | -10.01%+42.2pp | -14.98%+47.2pp | 32.85%-0.7pp |
| Employer contribution / active EE | $1,214 | $2,497-51.4% | $4,232-71.3% | $2,507-51.6% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,330-100.0% | $188-100.0% |