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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 | $565,657 | $165,361+242.1% | $149,715+277.8% | $158,950+255.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.05% | 348.24%-327.2pp | 276.66%-255.6pp | 302.91%-281.9pp |
| Employer contribution / active EE | $9,812 | $5,103+92.3% | $4,645+111.3% | $4,762+106.1% |
| Participant deferral / active EE | $16,614 | $7,182+131.3% | $6,842+142.8% | $5,983+177.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |