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 | $80,781+335.7% | $102,437+243.6% | $74,478+372.5% |
| Participation rate | 85.0% | 65.7%+19.3pp | 74.5%+10.5pp | 67.2%+17.8pp |
| Annual return | 18.67% | 27.58%-8.9pp | 24.95%-6.3pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $11,662 | $3,160+269.1% | $3,871+201.3% | $2,626+344.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |