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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 | $953,456 | $157,304+506.1% | $141,197+575.3% | $152,909+523.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 38.60% | 64.34%-25.7pp | 71.41%-32.8pp | 345.46%-306.9pp |
| Employer contribution / active EE | $24,853 | $5,263+372.3% | $4,736+424.7% | $4,764+421.7% |
| Participant deferral / active EE | $8,815 | $7,111+24.0% | $6,710+31.4% | $5,851+50.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |