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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 | $729,560 | $154,228+373.0% | $145,433+401.6% | $137,256+431.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.81% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $27,475 | $4,804+471.9% | $4,554+503.2% | $4,156+561.1% |
| Participant deferral / active EE | $17,375 | $8,216+111.5% | $7,897+120.0% | $6,407+171.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |