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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 | $873,197 | $227,597+283.7% | $189,575+360.6% | $167,536+421.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.04% | 78.44%-63.4pp | 64.19%-49.2pp | 478.82%-463.8pp |
| Employer contribution / active EE | $41,920 | $5,316+688.5% | $4,412+850.2% | $4,839+766.3% |
| Participant deferral / active EE | $19,500 | $7,002+178.5% | $6,174+215.9% | $6,342+207.5% |
| Admin fee / account holder | $32 | $11,877-99.7% | $9,806-99.7% | $12,315-99.7% |