Filed August 6, 2024
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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 | $386,925 | $138,114+180.1% | $125,391+208.6% | $134,545+187.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 48.52% | 750.88%-702.4pp | 572.41%-523.9pp | 418.37%-369.9pp |
| Employer contribution / active EE | $38,000 | $5,246+624.4% | $4,816+689.1% | $4,742+701.4% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |