Filed October 25, 2023
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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 | $298,252 | $80,748+269.4% | $102,383+191.3% | $74,429+300.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 74.75% | 27.57%+47.2pp | 24.94%+49.8pp | 1368.38%-1293.6pp |
| Employer contribution / active EE | $6,705 | $3,159+112.2% | $3,870+73.3% | $2,625+155.5% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |