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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 | $756,717 | $72,071+950.0% | $68,368+1006.8% | $137,256+451.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.23% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $13,831 | $2,788+396.1% | $2,649+422.1% | $4,156+232.8% |
| Participant deferral / active EE | $13,831 | $4,410+213.6% | $4,123+235.5% | $6,407+115.9% |
| Admin fee / account holder | $73 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |