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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 | $201,370+234.9% | $184,256+266.0% | $145,897+362.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.11% | 29.05%-1.9pp | 28.85%-1.7pp | 552.29%-525.2pp |
| Employer contribution / active EE | $36,750 | $7,024+423.2% | $6,427+471.8% | $4,663+688.2% |
| Participant deferral / active EE | $24,938 | $9,808+154.3% | $9,133+173.0% | $6,689+272.8% |
| Admin fee / account holder | $33 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |