Filed July 28, 2023 (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 | $280,908 | $84,741+231.5% | $75,728+270.9% | $167,560+67.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 199.72%-199.7pp | 104.66%-104.7pp | 478.94%-478.9pp |
| Employer contribution / active EE | $2,446 | $3,230-24.3% | $2,743-10.8% | $4,840-49.5% |
| Participant deferral / active EE | $5,408 | $4,577+18.1% | $3,820+41.6% | $6,343-14.7% |
| Admin fee / account holder | $118 | $5,361-97.8% | $3,620-96.7% | $12,317-99.0% |