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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $483,748 | $72,303+569.1% | $86,717+457.8% | $64,829+646.2% |
| Participation rate | 99.5% | 80.4%+19.1pp | 76.6%+22.9pp | 71.5%+28.0pp |
| Annual return | 11.68% | 392.77%-381.1pp | 35.97%-24.3pp | 32.85%-21.2pp |
| Employer contribution / active EE | $19,001 | $2,393+694.1% | $2,837+569.7% | $2,507+657.9% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,494-100.0% | $188-100.0% |