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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 | $779,102 | $165,399+371.0% | $149,745+420.3% | $158,982+390.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.91% | 348.34%-333.4pp | 276.72%-261.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $29,080 | $5,105+469.7% | $4,646+526.0% | $4,763+510.6% |
| Participant deferral / active EE | $23,045 | $7,183+220.8% | $6,843+236.8% | $5,983+285.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |