Filed February 13, 2024 (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 | $814,914 | $180,461+351.6% | $154,110+428.8% | $135,381+501.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.24% | 888.23%-894.5pp | 735.22%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $55,000 | $6,035+811.3% | $5,298+938.2% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,146-100.0% | $13,412-100.0% | $10,828-100.0% |