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 | $318,608 | $109,872+190.0% | $98,483+223.5% | $167,536+90.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.85% | 1959.31%-1944.5pp | 1494.38%-1479.5pp | 478.82%-464.0pp |
| Employer contribution / active EE | $4,710 | $3,225+46.1% | $2,961+59.1% | $4,839-2.7% |
| Participant deferral / active EE | $9,489 | $4,673+103.0% | $4,276+121.9% | $6,342+49.6% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |