Filed July 27, 2022 (most recent of 2 filings on file)
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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 | $468,704 | $72,071+550.3% | $68,368+585.6% | $137,256+241.5% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 17.12% | 353.14%-336.0pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,343 | $2,788+91.7% | $2,649+101.7% | $4,156+28.6% |
| Participant deferral / active EE | $12,589 | $4,410+185.5% | $4,123+205.4% | $6,407+96.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |