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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 | $779,805 | $157,296+395.8% | $141,191+452.3% | $152,897+410.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.02% | 64.34%-42.3pp | 71.41%-49.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $24,828 | $5,262+371.8% | $4,736+424.2% | $4,764+421.2% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |