Filed February 22, 2022 (most recent of 2 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 | $252,446 | $71,142+254.8% | $119,628+111.0% | $64,829+289.4% |
| Participation rate | 98.7% | 78.6%+20.1pp | 79.3%+19.4pp | 71.5%+27.2pp |
| Annual return | 14.81% | -10.01%+24.8pp | -14.98%+29.8pp | 32.85%-18.0pp |
| Employer contribution / active EE | $9,315 | $2,497+273.0% | $4,232+120.1% | $2,507+271.5% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,330-100.0% | $188-100.0% |