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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 | $908,093 | $172,111+427.6% | $150,298+504.2% | $137,256+561.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.86% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $38,186 | $4,636+723.6% | $4,154+819.2% | $4,156+818.8% |
| Participant deferral / active EE | $29,000 | $6,166+370.3% | $5,453+431.9% | $6,407+352.6% |
| Admin fee / account holder | $10 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |