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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 | $729,568 | $154,209+373.1% | $130,062+460.9% | $139,487+423.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.62% | 32.52%-19.9pp | -137.37%+150.0pp | 373.84%-361.2pp |
| Employer contribution / active EE | $34,549 | $5,292+552.8% | $4,322+699.3% | $4,755+626.6% |
| Participant deferral / active EE | $19,450 | $6,709+189.9% | $5,821+234.2% | $6,713+189.8% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |