Filed May 16, 2022 (most recent of 4 filings on file)
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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 | $313,537 | $79,181+296.0% | $102,423+206.1% | $74,429+321.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 47.11% | 54.97%-7.9pp | 29.42%+17.7pp | 1368.38%-1321.3pp |
| Employer contribution / active EE | $3,670 | $2,362+55.4% | $3,023+21.4% | $2,625+39.8% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |