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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 | $922,208 | $181,062+409.3% | $158,223+482.9% | $155,188+494.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.88% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-132.0pp |
| Employer contribution / active EE | $29,304 | $4,565+542.0% | $4,109+613.2% | $4,248+589.9% |
| Participant deferral / active EE | $18,600 | $6,134+203.2% | $5,467+240.2% | $6,531+184.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |