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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 | $910,954 | $183,592+396.2% | $155,574+485.5% | $145,877+524.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.26% | 61.37%-38.1pp | 64.87%-41.6pp | 551.28%-528.0pp |
| Employer contribution / active EE | $38,250 | $5,317+619.4% | $4,676+718.1% | $4,663+720.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $51 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |