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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 | $1,634,515 | $157,304+939.1% | $141,197+1057.6% | $152,909+968.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.79% | 64.34%-46.6pp | 71.41%-53.6pp | 345.46%-327.7pp |
| Employer contribution / active EE | $36,000 | $5,263+584.1% | $4,736+660.1% | $4,764+655.7% |
| Participant deferral / active EE | $24,000 | $7,111+237.5% | $6,710+257.7% | $5,851+310.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |