Filed July 18, 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 | $320,464 | $89,123+259.6% | $102,460+212.8% | $77,762+312.1% |
| Participation rate | 98.8% | 80.9%+17.9pp | 76.5%+22.3pp | 70.6%+28.2pp |
| Annual return | 728.39% | 25.05%+703.3pp | 29.47%+698.9pp | 31.27%+697.1pp |
| Employer contribution / active EE | $7,917 | $2,700+193.2% | $3,025+161.7% | $2,728+190.2% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |