Filed October 18, 2023
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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 | $272,927 | $91,474+198.4% | $135,982+100.7% | $71,529+281.6% |
| Participation rate | 74.0% | 75.7%-1.7pp | 81.9%-7.9pp | 67.9%+6.1pp |
| Annual return | 0.00% | 29.89%-29.9pp | 68.32%-68.3pp | 28.97%-29.0pp |
| Employer contribution / active EE | $16,090 | $3,705+334.2% | $4,859+231.1% | $2,590+521.3% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |