Filed February 23, 2024
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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 | $267,248 | $131,835+102.7% | $108,582+146.1% | $273,970-2.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.66% | -91.57%+102.2pp | -51.70%+62.4pp | 41.46%-30.8pp |
| Employer contribution / active EE | $12,035 | $4,913+145.0% | $3,758+220.2% | $4,869+147.2% |
| Participant deferral / active EE | $10,387 | $5,127+102.6% | $4,311+140.9% | $5,287+96.5% |
| Admin fee / account holder | $73 | $10,253-99.3% | $7,645-99.0% | $10,132-99.3% |