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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 | $916,626 | $211,239+333.9% | $178,528+413.4% | $145,877+528.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.96% | 30.22%-11.3pp | 27.11%-8.1pp | 551.28%-532.3pp |
| Employer contribution / active EE | $26,328 | $4,570+476.1% | $3,950+566.4% | $4,663+464.6% |
| Participant deferral / active EE | $20,333 | $6,963+192.0% | $6,278+223.9% | $6,691+203.9% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |