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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 | $420,958 | $172,111+144.6% | $150,298+180.1% | $137,256+206.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.48% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $25,382 | $4,636+447.5% | $4,154+511.0% | $4,156+510.7% |
| Participant deferral / active EE | $18,533 | $6,166+200.6% | $5,453+239.9% | $6,407+189.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |