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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 | $1,369,252 | $176,838+674.3% | $146,685+833.5% | $167,518+717.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.12% | 24.04%-10.9pp | 22.75%-9.6pp | 478.71%-465.6pp |
| Employer contribution / active EE | $33,750 | $5,161+553.9% | $4,137+715.8% | $4,838+597.5% |
| Participant deferral / active EE | $13,000 | $6,441+101.8% | $5,507+136.1% | $6,342+105.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |