Filed November 4, 2022 (most recent of 3 filings on file)
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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 | $312,886 | $76,112+311.1% | $96,534+224.1% | $71,511+337.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 53.86% | 22.81%+31.1pp | 25.88%+28.0pp | 28.86%+25.0pp |
| Employer contribution / active EE | $18,690 | $2,248+731.4% | $2,965+530.3% | $2,589+621.9% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $14 | $2,708-99.5% | $8,253-99.8% | $1,588-99.1% |