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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 | $768,396 | $201,344+281.6% | $184,243+317.1% | $145,877+426.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.22% | 29.01%-15.8pp | 28.82%-15.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $44,441 | $7,022+532.8% | $6,427+591.5% | $4,663+853.1% |
| Participant deferral / active EE | $20,250 | $9,807+106.5% | $9,132+121.7% | $6,691+202.7% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |