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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 | $850,845 | $217,432+291.3% | $185,849+357.8% | $167,536+407.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.77% | 148.42%-126.6pp | 122.10%-100.3pp | 478.82%-457.0pp |
| Employer contribution / active EE | $18,438 | $5,875+213.8% | $5,169+256.7% | $4,839+281.0% |
| Participant deferral / active EE | $11,613 | $6,357+82.7% | $5,569+108.5% | $6,342+83.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |