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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 | $994,099 | $209,874+373.7% | $189,537+424.5% | $167,536+493.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.99% | 748.61%-734.6pp | 555.34%-541.3pp | 478.82%-464.8pp |
| Employer contribution / active EE | $14,505 | $6,913+109.8% | $6,161+135.4% | $4,839+199.8% |
| Participant deferral / active EE | $9,667 | $8,934+8.2% | $8,220+17.6% | $6,342+52.4% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |