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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 | $3,783,326 | $183,539+1961.3% | $155,556+2332.1% | $145,897+2493.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.52% | 61.31%-28.8pp | 64.84%-32.3pp | 552.29%-519.8pp |
| Employer contribution / active EE | $35,619 | $5,315+570.1% | $4,675+661.8% | $4,663+663.9% |
| Participant deferral / active EE | $30,500 | $6,467+371.6% | $5,631+441.7% | $6,689+356.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |