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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 | $779,187 | $183,539+324.5% | $155,556+400.9% | $145,897+434.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.16% | 61.31%-44.1pp | 64.84%-47.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $24,345 | $5,315+358.0% | $4,675+420.7% | $4,663+422.1% |
| Participant deferral / active EE | $18,564 | $6,467+187.1% | $5,631+229.7% | $6,689+177.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |