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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 | $813,719 | $157,276+417.4% | $141,177+476.4% | $152,885+432.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.86% | 64.33%-24.5pp | 71.40%-31.5pp | 345.39%-305.5pp |
| Employer contribution / active EE | $12,500 | $5,262+137.6% | $4,736+164.0% | $4,763+162.4% |
| Participant deferral / active EE | $12,500 | $7,110+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $11 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |