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 | $305,296 | $91,372+234.1% | $130,045+134.8% | $74,460+310.0% |
| Participation rate | 99.2% | 77.8%+21.4pp | 78.5%+20.7pp | 70.7%+28.5pp |
| Annual return | 23.13% | 23.21%-0.1pp | -137.30%+160.4pp | 34.38%-11.3pp |
| Employer contribution / active EE | $2,181 | $2,563-14.9% | $4,321-49.5% | $2,638-17.3% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $348-100.0% |