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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 | $401,635 | $201,372+99.4% | $184,260+118.0% | $145,884+175.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.93% | 29.04%+4.9pp | 28.84%+5.1pp | 551.85%-517.9pp |
| Employer contribution / active EE | $43,500 | $7,024+519.3% | $6,427+576.8% | $4,662+833.0% |
| Participant deferral / active EE | $30,000 | $9,808+205.9% | $9,133+228.5% | $6,690+348.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |