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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 | $968,910 | $157,296+516.0% | $141,191+586.2% | $152,897+533.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.85% | 64.34%-38.5pp | 71.41%-45.6pp | 345.43%-319.6pp |
| Employer contribution / active EE | $25,100 | $5,262+377.0% | $4,736+430.0% | $4,764+426.9% |
| Participant deferral / active EE | $15,000 | $7,111+110.9% | $6,710+123.5% | $5,851+156.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |