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 | $534,120 | $99,212+438.4% | $96,564+453.1% | $74,478+617.1% |
| Participation rate | 99.7% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+29.0pp |
| Annual return | 17.20% | 22.40%-5.2pp | 25.89%-8.7pp | 34.37%-17.2pp |
| Employer contribution / active EE | $19,237 | $2,569+648.7% | $2,967+548.4% | $2,637+629.6% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,256-100.0% | $347-100.0% |