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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 | $576,258 | $183,627+213.8% | $155,602+270.3% | $145,978+294.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.07% | 61.32%-39.2pp | 64.81%-42.7pp | 550.52%-528.4pp |
| Employer contribution / active EE | $25,534 | $5,316+380.3% | $4,675+446.2% | $4,662+447.7% |
| Participant deferral / active EE | $17,283 | $6,466+167.3% | $5,629+207.1% | $6,690+158.4% |
| Admin fee / account holder | $44 | $19,327-99.8% | $15,923-99.7% | $13,400-99.7% |