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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 | $685,040 | $183,539+273.2% | $155,556+340.4% | $145,897+369.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.72% | 61.31%-38.6pp | 64.84%-42.1pp | 552.29%-529.6pp |
| Employer contribution / active EE | $9,964 | $5,315+87.5% | $4,675+113.1% | $4,663+113.7% |
| Participant deferral / active EE | $10,854 | $6,467+67.8% | $5,631+92.8% | $6,689+62.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |