Filed July 15, 2025 (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 | $287,658 | $100,938+185.0% | $90,461+218.0% | $158,982+80.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.40% | 1727.20%-1717.8pp | 1294.76%-1285.4pp | 302.99%-293.6pp |
| Employer contribution / active EE | $10,992 | $3,691+197.8% | $3,264+236.8% | $4,763+130.8% |
| Participant deferral / active EE | $12,684 | $4,350+191.6% | $3,964+219.9% | $5,983+112.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |