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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 | $1,356,088 | $152,619+788.5% | $125,195+983.2% | $152,909+786.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.36% | 54.85%-36.5pp | 43.79%-25.4pp | 345.46%-327.1pp |
| Employer contribution / active EE | $25,484 | $4,947+415.1% | $3,866+559.2% | $4,764+434.9% |
| Participant deferral / active EE | $12,500 | $5,869+113.0% | $4,937+153.2% | $5,851+113.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |