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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 | $651,226 | $114,237+470.1% | $119,258+446.1% | $167,518+288.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 28.81% | 29.87%-1.1pp | 30.69%-1.9pp | 478.71%-449.9pp |
| Employer contribution / active EE | $71,252 | $4,481+1490.0% | $4,384+1525.2% | $4,838+1372.6% |
| Participant deferral / active EE | $19,500 | $6,084+220.5% | $6,111+219.1% | $6,342+207.5% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,312-100.0% |