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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 | $793,357 | $124,346+538.0% | $111,308+612.8% | $167,536+373.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.71% | 37.45%-20.7pp | 54.67%-38.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $23,495 | $3,437+583.5% | $2,732+760.1% | $4,839+385.5% |
| Participant deferral / active EE | $14,308 | $5,182+176.1% | $4,487+218.8% | $6,342+125.6% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |