Filed December 21, 2023
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Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $258,711 | $60,261+329.3% | $81,783+216.3% | $74,546+247.0% |
| Participation rate | 97.0% | 62.9%+34.1pp | 72.4%+24.6pp | 67.2%+29.8pp |
| Annual return | 17.34% | 16.88%+0.5pp | 775.05%-757.7pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $10,494 | $2,622+300.3% | $2,913+260.3% | $2,624+299.9% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $17 | $1,482-98.8% | $7,380-99.8% | $1,944-99.1% |