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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 | $868,065 | $211,224+311.0% | $178,505+386.3% | $145,897+495.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.14% | 30.28%-8.1pp | 27.16%-5.0pp | 552.29%-530.1pp |
| Employer contribution / active EE | $26,328 | $4,577+475.3% | $3,955+565.7% | $4,663+464.7% |
| Participant deferral / active EE | $20,333 | $6,966+191.9% | $6,280+223.8% | $6,689+204.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |