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 | $590,308 | $96,782+509.9% | $140,514+320.1% | $69,255+752.4% |
| Participation rate | 98.3% | 81.0%+17.3pp | 77.8%+20.5pp | 69.0%+29.2pp |
| Annual return | 91.47% | 11.56%+79.9pp | 14.36%+77.1pp | 26.73%+64.7pp |
| Employer contribution / active EE | $7,806 | $3,063+154.9% | $3,378+131.1% | $2,645+195.1% |
| Participant deferral / active EE | $0 | $4,233-100.0% | $4,919-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $13,697-100.0% | $733-100.0% |