Filed July 20, 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 | $299,075 | $88,815+236.7% | $81,882+265.3% | $145,897+105.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.60% | 1033.75%-1022.1pp | 779.47%-767.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $5,799 | $3,086+87.9% | $2,916+98.9% | $4,663+24.4% |
| Participant deferral / active EE | $12,245 | $4,647+163.5% | $4,323+183.2% | $6,689+83.1% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |