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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 | $671,804 | $185,883+261.4% | $170,043+295.1% | $139,466+381.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.76% | 60.54%-31.8pp | 53.40%-24.6pp | 373.66%-344.9pp |
| Employer contribution / active EE | $12,138 | $7,596+59.8% | $6,790+78.8% | $4,754+155.3% |
| Participant deferral / active EE | $10,050 | $11,626-13.6% | $10,410-3.5% | $6,712+49.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |