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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 | $996,852 | $157,304+533.7% | $141,197+606.0% | $152,909+551.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 22.79% | 64.34%-41.6pp | 71.41%-48.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $16,573 | $5,263+214.9% | $4,736+249.9% | $4,764+247.9% |
| Participant deferral / active EE | $19,070 | $7,111+168.2% | $6,710+184.2% | $5,851+225.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |