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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 | $674,457 | $201,344+235.0% | $184,243+266.1% | $145,877+362.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.11% | 29.01%-1.9pp | 28.82%-1.7pp | 551.28%-524.2pp |
| Employer contribution / active EE | $36,750 | $7,022+423.3% | $6,427+471.8% | $4,663+688.1% |
| Participant deferral / active EE | $24,938 | $9,807+154.3% | $9,132+173.1% | $6,691+272.7% |
| Admin fee / account holder | $33 | $16,382-99.8% | $13,914-99.8% | $13,402-99.8% |