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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 | $814,582 | $162,136+402.4% | $152,301+434.8% | $154,746+426.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.63% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $22,750 | $4,890+365.2% | $4,624+391.9% | $4,379+419.5% |
| Participant deferral / active EE | $15,500 | $8,341+85.8% | $8,004+93.7% | $6,730+130.3% |
| Admin fee / account holder | $1 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |