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 | $2,170,961 | $69,518+3022.9% | $59,883+3525.3% | $135,382+1503.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 4.37% | 7.95%-3.6pp | 3.46%+0.9pp | 519.77%-515.4pp |
| Employer contribution / active EE | $195,000 | $3,235+5928.4% | $2,722+7063.7% | $4,779+3980.5% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |