Filed April 14, 2022
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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 | $729,543 | $84,493+763.4% | $125,381+481.9% | $66,938+989.9% |
| Participation rate | 83.0% | 76.4%+6.6pp | 82.4%+0.6pp | 69.8%+13.2pp |
| Annual return | 6.72% | -8.49%+15.2pp | 572.31%-565.6pp | 1.58%+5.1pp |
| Employer contribution / active EE | $9,604 | $3,554+170.2% | $4,815+99.4% | $2,545+277.3% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |