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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 | $769,432 | $178,174+331.8% | $156,181+392.7% | $137,256+460.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.03% | 84.19%-65.2pp | 64.87%-45.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $12,500 | $4,972+151.4% | $4,294+191.1% | $4,156+200.8% |
| Participant deferral / active EE | $31,000 | $6,888+350.1% | $6,132+405.5% | $6,407+383.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |