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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 | $806,608 | $105,158+667.0% | $94,672+752.0% | $139,487+478.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.25% | 38.11%-23.9pp | 156.89%-142.6pp | 373.84%-359.6pp |
| Employer contribution / active EE | $15,806 | $4,107+284.8% | $3,673+330.3% | $4,755+232.4% |
| Participant deferral / active EE | $12,000 | $7,599+57.9% | $7,417+61.8% | $6,713+78.8% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |