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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 | $588,875 | $108,942+440.5% | $100,415+486.4% | $145,897+303.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.98% | 58.27%-39.3pp | 49.47%-30.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $23,305 | $4,422+427.0% | $3,943+491.0% | $4,663+399.8% |
| Participant deferral / active EE | $15,250 | $8,461+80.2% | $8,091+88.5% | $6,689+128.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |