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 | $95,084+2128.6% | $140,514+1408.1% | $69,733+2938.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 98.23% | 18.56%+79.7pp | 14.36%+83.9pp | 15.22%+83.0pp |
| Employer contribution / active EE | $18,408 | $2,405+665.4% | $3,378+444.9% | $2,250+718.0% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $4,919-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,885-100.0% | $13,697-100.0% | $3,102-100.0% |