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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 | $736,841 | $201,344+266.0% | $184,243+299.9% | $145,877+405.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.38% | 29.01%-16.6pp | 28.82%-16.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $23,509 | $7,022+234.8% | $6,427+265.8% | $4,663+404.2% |
| Participant deferral / active EE | $15,250 | $9,807+55.5% | $9,132+67.0% | $6,691+127.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |