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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 | $890,586 | $165,399+438.4% | $149,745+494.7% | $158,982+460.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.68% | 348.34%-337.7pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $31,875 | $5,105+524.4% | $4,646+586.1% | $4,763+569.2% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |