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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 | $3,239,074 | $162,136+1897.8% | $152,301+2026.8% | $154,746+1993.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.54% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $13,750 | $4,890+181.2% | $4,624+197.3% | $4,379+214.0% |
| Participant deferral / active EE | $17,375 | $8,341+108.3% | $8,004+117.1% | $6,730+158.2% |
| Admin fee / account holder | $12 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |