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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 | $983,107 | $148,629+561.5% | $135,982+623.0% | $139,487+604.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.26% | 79.33%-55.1pp | 68.32%-44.1pp | 373.84%-349.6pp |
| Employer contribution / active EE | $43,500 | $5,247+729.1% | $4,859+795.2% | $4,755+814.9% |
| Participant deferral / active EE | $25,000 | $8,102+208.5% | $7,760+222.2% | $6,713+272.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |