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 | $79,209+295.8% | $102,434+206.1% | $74,459+321.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 47.11% | 54.98%-7.9pp | 29.46%+17.7pp | 1369.70%-1322.6pp |
| Employer contribution / active EE | $3,670 | $2,362+55.4% | $3,023+21.4% | $2,626+39.8% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |