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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 | $607,912 | $209,874+189.7% | $189,537+220.7% | $167,536+262.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.67% | 748.61%-733.9pp | 555.34%-540.7pp | 478.82%-464.1pp |
| Employer contribution / active EE | $24,025 | $6,913+247.5% | $6,161+290.0% | $4,839+396.5% |
| Participant deferral / active EE | $16,650 | $8,934+86.4% | $8,220+102.6% | $6,342+162.5% |
| Admin fee / account holder | $22 | $14,299-99.8% | $12,048-99.8% | $12,315-99.8% |