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 | $99,168+438.6% | $96,534+453.3% | $74,460+617.3% |
| Participation rate | 99.7% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+28.9pp |
| Annual return | 17.20% | 22.40%-5.2pp | 25.88%-8.7pp | 34.38%-17.2pp |
| Employer contribution / active EE | $19,237 | $2,570+648.6% | $2,965+548.7% | $2,638+629.2% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |