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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 | $730,737 | $209,428+248.9% | $178,498+309.4% | $158,950+359.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.68% | 188.78%-175.1pp | 151.09%-137.4pp | 302.91%-289.2pp |
| Employer contribution / active EE | $10,606 | $5,707+85.8% | $5,011+111.7% | $4,762+122.7% |
| Participant deferral / active EE | $14,023 | $5,955+135.5% | $5,202+169.6% | $5,983+134.4% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |