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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 | $154,145+373.3% | $130,014+461.1% | $139,427+423.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.62% | 32.49%-19.9pp | -137.22%+149.8pp | 373.27%-360.6pp |
| Employer contribution / active EE | $34,549 | $5,290+553.1% | $4,320+699.7% | $4,752+627.1% |
| Participant deferral / active EE | $19,450 | $6,711+189.8% | $5,821+234.2% | $6,711+189.8% |
| Admin fee / account holder | $0 | $14,009-100.0% | $10,616-100.0% | $11,404-100.0% |