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 | $309,027 | $76,696+302.9% | $96,515+220.2% | $71,511+332.1% |
| Participation rate | 83.2% | 66.6%+16.7pp | 74.3%+8.9pp | 67.9%+15.3pp |
| Annual return | 60.30% | 48.32%+12.0pp | 35.73%+24.6pp | 28.86%+31.4pp |
| Employer contribution / active EE | $4,517 | $3,032+49.0% | $3,740+20.8% | $2,589+74.5% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |