Filed June 25, 2024 (most recent of 2 filings on file)
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Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,584 | $104,336+214.9% | $159,474+106.0% | $86,821+278.5% |
| Participation rate | 72.5% | 77.7%-5.2pp | 82.8%-10.3pp | 72.3%+0.2pp |
| Annual return | 37.65% | 26.32%+11.3pp | 263.68%-226.0pp | 97.94%-60.3pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |