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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 | $891,705 | $175,259+408.8% | $149,723+495.6% | $139,487+539.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.81% | 166.82%-149.0pp | 134.50%-116.7pp | 373.84%-356.0pp |
| Employer contribution / active EE | $9,219 | $5,478+68.3% | $4,821+91.2% | $4,755+93.9% |
| Participant deferral / active EE | $5,749 | $6,522-11.8% | $5,682+1.2% | $6,713-14.4% |
| Admin fee / account holder | $21 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |