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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 | $731,372 | $201,259+263.4% | $184,200+297.1% | $145,959+401.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 74.49% | 28.98%+45.5pp | 28.80%+45.7pp | 561.95%-487.5pp |
| Employer contribution / active EE | $13,500 | $7,018+92.4% | $6,424+110.2% | $4,661+189.7% |
| Participant deferral / active EE | $28,000 | $9,806+185.5% | $9,132+206.6% | $6,689+318.6% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |