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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 | $627,815 | $208,088+201.7% | $186,193+237.2% | $154,746+305.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 21.37% | 89.97%-68.6pp | 78.03%-56.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $23,661 | $4,340+445.2% | $3,918+503.9% | $4,379+440.3% |
| Participant deferral / active EE | $23,500 | $7,078+232.0% | $6,513+260.8% | $6,730+249.2% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |