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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 | $514,089 | $110,379+365.8% | $102,412+402.0% | $145,884+252.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.77% | 24.84%-2.1pp | 24.94%-2.2pp | 551.85%-529.1pp |
| Employer contribution / active EE | $16,667 | $4,216+295.3% | $3,870+330.7% | $4,662+257.5% |
| Participant deferral / active EE | $20,000 | $5,622+255.8% | $5,060+295.2% | $6,690+199.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |