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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 | $165,351+371.2% | $149,710+420.4% | $158,931+390.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.91% | 348.19%-333.3pp | 276.63%-261.7pp | 302.86%-287.9pp |
| Employer contribution / active EE | $29,080 | $5,103+469.9% | $4,645+526.1% | $4,761+510.8% |
| Participant deferral / active EE | $23,045 | $7,181+220.9% | $6,842+236.8% | $5,982+285.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |