Filed March 16, 2026
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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 | $255,814 | $65,434+291.0% | $98,483+159.8% | $85,847+198.0% |
| Participation rate | 97.3% | 65.0%+32.3pp | 73.3%+24.0pp | 69.3%+28.0pp |
| Annual return | 39.30% | 21.75%+17.5pp | 1494.38%-1455.1pp | 318.61%-279.3pp |
| Employer contribution / active EE | $19,371 | $2,169+793.1% | $2,961+554.3% | $2,565+655.1% |
| Participant deferral / active EE | $14,568 | $3,168+359.9% | $4,276+240.6% | $3,952+268.6% |
| Admin fee / account holder | $65 | $4,595-98.6% | $5,953-98.9% | $6,261-99.0% |