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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 | $812,574 | $157,296+416.6% | $141,191+475.5% | $152,897+431.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.68% | 64.34%-45.7pp | 71.41%-52.7pp | 345.43%-326.8pp |
| Employer contribution / active EE | $26,996 | $5,262+413.0% | $4,736+470.0% | $4,764+466.7% |
| Participant deferral / active EE | $11,191 | $7,111+57.4% | $6,710+66.8% | $5,851+91.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |