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 | $99,442+493.6% | $113,397+420.6% | $71,012+731.3% |
| Participation rate | 98.3% | 78.9%+19.3pp | 76.5%+21.8pp | 58.6%+39.7pp |
| Annual return | 91.47% | 17.93%+73.5pp | 23.20%+68.3pp | 37.67%+53.8pp |
| Employer contribution / active EE | $7,806 | $3,068+154.5% | $2,977+162.2% | $2,348+232.5% |
| Participant deferral / active EE | $0 | $4,915-100.0% | $5,076-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $11,957-100.0% | $1,167-100.0% |