Filed June 1, 2022
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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 | $677,602 | $83,023+716.2% | $102,437+561.5% | $77,762+771.4% |
| Participation rate | 99.8% | 71.5%+28.3pp | 74.5%+25.3pp | 70.6%+29.2pp |
| Annual return | 42.26% | 19.12%+23.1pp | 24.95%+17.3pp | 31.27%+11.0pp |
| Employer contribution / active EE | $1,511 | $3,552-57.5% | $3,871-61.0% | $2,728-44.6% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $19 | $639-97.0% | $8,388-99.8% | $433-95.5% |