Filed March 23, 2023
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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $561,390 | $64,311+772.9% | $57,356+878.8% | $125,389+347.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.68% | 25.14%-23.5pp | 24.41%-22.7pp | 282.24%-280.6pp |
| Employer contribution / active EE | $25,321 | $3,193+693.1% | $2,689+841.8% | $4,866+420.4% |
| Participant deferral / active EE | $45,991 | $3,846+1095.8% | $3,162+1354.7% | $5,352+759.4% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |