Filed February 19, 2025
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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 | $529,885 | $89,225+493.9% | $136,072+289.4% | $74,459+611.6% |
| Participation rate | 98.7% | 69.4%+29.3pp | 76.4%+22.2pp | 67.2%+31.5pp |
| Annual return | 24.31% | 22.76%+1.6pp | 580.46%-556.1pp | 1369.70%-1345.4pp |
| Employer contribution / active EE | $5,438 | $2,816+93.1% | $4,216+29.0% | $2,626+107.1% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,028-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,718-100.0% | $1,945-100.0% |