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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 | $666,533 | $157,296+323.7% | $141,191+372.1% | $152,897+335.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.14% | 64.34%-46.2pp | 71.41%-53.3pp | 345.43%-327.3pp |
| Employer contribution / active EE | $21,263 | $5,262+304.1% | $4,736+349.0% | $4,764+346.4% |
| Participant deferral / active EE | $14,000 | $7,111+96.9% | $6,710+108.6% | $5,851+139.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |