Filed March 11, 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 | $351,939 | $80,731+335.9% | $103,374+240.5% | $74,546+372.1% |
| Participation rate | 85.0% | 65.7%+19.3pp | 74.5%+10.5pp | 67.2%+17.8pp |
| Annual return | 18.67% | 27.56%-8.9pp | 24.89%-6.2pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $11,662 | $3,158+269.3% | $3,869+201.4% | $2,624+344.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |