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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 | $556,737 | $94,749+487.6% | $112,899+393.1% | $139,466+299.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 25.29% | 40.92%-15.6pp | 34.11%-8.8pp | 373.66%-348.4pp |
| Employer contribution / active EE | $20,658 | $4,630+346.2% | $4,566+352.4% | $4,754+334.6% |
| Participant deferral / active EE | $15,519 | $6,517+138.1% | $6,516+138.2% | $6,712+131.2% |
| Admin fee / account holder | $0 | $8,530-100.0% | $7,047-100.0% | $11,409-100.0% |