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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 | $827,635 | $183,539+350.9% | $155,556+432.0% | $145,897+467.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $11,210 | $5,315+110.9% | $4,675+139.8% | $4,663+140.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $28 | $19,275-99.9% | $15,885-99.8% | $13,390-99.8% |