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 | $371,763 | $78,275+374.9% | $109,191+240.5% | $86,828+328.2% |
| Participation rate | 98.8% | 73.8%+25.0pp | 75.9%+22.9pp | 72.3%+26.5pp |
| Annual return | 115.47% | 19.14%+96.3pp | 25.76%+89.7pp | 97.95%+17.5pp |
| Employer contribution / active EE | $1,696 | $3,105-45.4% | $3,723-54.5% | $2,406-29.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $2 | $198-99.2% | $6,756-100.0% | $170-99.0% |