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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 | $805,306 | $176,120+357.2% | $159,487+404.9% | $167,553+380.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.24% | 331.95%-318.7pp | 263.71%-250.5pp | 478.89%-465.6pp |
| Employer contribution / active EE | $17,557 | $5,299+231.3% | $4,831+263.4% | $4,840+262.8% |
| Participant deferral / active EE | $15,395 | $7,752+98.6% | $7,354+109.4% | $6,343+142.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |