Filed April 11, 2023
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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 | $322,789 | $68,097+374.0% | $62,929+412.9% | $137,256+135.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.22% | 1859.11%-1846.9pp | 1063.93%-1051.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $5,466 | $2,811+94.4% | $2,505+118.2% | $4,156+31.5% |
| Participant deferral / active EE | $16,724 | $4,553+267.3% | $3,888+330.1% | $6,407+161.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |