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 | $371,468 | $85,515+334.4% | $112,040+231.5% | $67,986+446.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 18.98% | 29.68%-10.7pp | 24.52%-5.5pp | 31.67%-12.7pp |
| Employer contribution / active EE | $5,837 | $2,191+166.4% | $2,954+97.6% | $2,019+189.1% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |