Filed May 4, 2022
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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 | $2,119,067 | $79,867+2553.2% | $120,344+1660.8% | $64,340+3193.6% |
| Participation rate | 100.0% | 63.0%+37.0pp | 76.7%+23.3pp | 55.2%+44.8pp |
| Annual return | 98.23% | 21.10%+77.1pp | 20.30%+77.9pp | 24.14%+74.1pp |
| Employer contribution / active EE | $18,408 | $1,925+856.4% | $3,020+509.5% | $1,862+888.8% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,039-100.0% | $12,742-100.0% | $3,703-100.0% |