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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 | $751,987 | $97,751+669.3% | $103,447+626.9% | $145,877+415.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 23.56% | 25.43%-1.9pp | 23.92%-0.4pp | 551.28%-527.7pp |
| Employer contribution / active EE | $46,692 | $4,684+896.8% | $4,678+898.2% | $4,663+901.3% |
| Participant deferral / active EE | $17,375 | $6,603+163.1% | $6,624+162.3% | $6,691+159.7% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |