Filed March 17, 2022 (most recent of 7 filings on file)
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 | $306,234 | $138,331+121.4% | $86,717+253.1% | $89,433+242.4% |
| Participation rate | 98.9% | 88.9%+10.0pp | 76.6%+22.3pp | 71.3%+27.6pp |
| Annual return | -11.14% | -11.72%+0.6pp | 35.97%-47.1pp | -11.88%+0.7pp |
| Employer contribution / active EE | $10,962 | $4,812+127.8% | $2,837+286.4% | $3,021+262.9% |
| Participant deferral / active EE | $12,750 | $8,027+58.8% | $4,657+173.8% | $5,125+148.8% |
| Admin fee / account holder | $0 | $64-100.0% | $7,494-100.0% | $79-100.0% |