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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 | $774,443 | $154,365+401.7% | $130,231+494.7% | $139,456+455.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 20.66% | 30.34%-9.7pp | 38.77%-18.1pp | 373.45%-352.8pp |
| Employer contribution / active EE | $10,864 | $5,170+110.1% | $4,126+163.3% | $4,753+128.6% |
| Participant deferral / active EE | $23,248 | $8,498+173.6% | $6,799+242.0% | $6,711+246.4% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,407-100.0% |