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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 | $745,755 | $154,228+383.5% | $145,433+412.8% | $137,256+443.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.96% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $22,500 | $4,804+368.4% | $4,554+394.0% | $4,156+441.4% |
| Participant deferral / active EE | $31,000 | $8,216+277.3% | $7,897+292.5% | $6,407+383.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |