Filed March 19, 2024 (most recent of 4 filings on file)
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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $426,389 | $185,342+130.1% | $111,319+283.0% | $86,828+391.1% |
| Participation rate | 99.0% | 81.0%+18.0pp | 77.3%+21.7pp | 72.3%+26.7pp |
| Annual return | 27.02% | 500.80%-473.8pp | 54.68%-27.7pp | 97.95%-70.9pp |
| Employer contribution / active EE | $17,997 | $2,246+701.3% | $2,732+558.8% | $2,406+648.0% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |