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 | $100,061+489.9% | $120,344+390.5% | $64,728+812.0% |
| Participation rate | 98.3% | 79.8%+18.4pp | 76.7%+21.6pp | 57.9%+40.4pp |
| Annual return | 91.47% | 16.53%+74.9pp | 20.30%+71.2pp | 49.38%+42.1pp |
| Employer contribution / active EE | $7,806 | $3,112+150.8% | $3,020+158.5% | $2,243+248.1% |
| Participant deferral / active EE | $0 | $4,955-100.0% | $5,135-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $12,742-100.0% | $1,145-100.0% |