Filed April 28, 2025
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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,081 | $93,598+177.9% | $135,974+91.3% | $75,173+246.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.78% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $12,068 | $3,538+241.1% | $4,859+148.4% | $2,671+351.8% |
| Participant deferral / active EE | $10,443 | $6,405+63.0% | $7,760+34.6% | $4,126+153.1% |
| Admin fee / account holder | $223 | $6,978-96.8% | $10,767-97.9% | $5,651-96.0% |