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 | $89,438+244.9% | $164,928+87.0% | $77,692+297.0% |
| Participation rate | 99.7% | 78.6%+21.1pp | 78.6%+21.1pp | 70.6%+29.2pp |
| Annual return | 21.76% | 28.82%-7.1pp | 70.08%-48.3pp | 31.25%-9.5pp |
| Employer contribution / active EE | $1,582 | $2,567-38.4% | $4,343-63.6% | $2,726-42.0% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,034-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,684-100.0% | $431-100.0% |