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 | $81,334+2505.4% | $113,397+1768.7% | $64,097+3206.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 76.5%+23.5pp | 55.2%+44.8pp |
| Annual return | 98.23% | 32.50%+65.7pp | 23.20%+75.0pp | 34.64%+63.6pp |
| Employer contribution / active EE | $18,408 | $2,077+786.4% | $2,977+518.3% | $1,891+873.2% |
| Participant deferral / active EE | $0 | $3,795-100.0% | $5,076-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $4,208-100.0% | $11,957-100.0% | $3,454-100.0% |