Filed May 19, 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 | $1,642,488 | $65,685+2400.5% | $57,181+2772.4% | $273,968+499.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.09% | 21.99%-18.9pp | 14.59%-11.5pp | 41.45%-38.4pp |
| Employer contribution / active EE | $195,000 | $3,279+5847.7% | $2,682+7169.5% | $4,869+3905.2% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |