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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 | $772,619 | $172,111+348.9% | $150,298+414.1% | $137,256+462.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.87% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $31,000 | $4,636+568.6% | $4,154+646.3% | $4,156+645.9% |
| Participant deferral / active EE | $25,000 | $6,166+305.5% | $5,453+358.5% | $6,407+290.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |