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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 | $554,824 | $185,883+198.5% | $170,043+226.3% | $139,466+297.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.17% | 60.54%-34.4pp | 53.40%-27.2pp | 373.66%-347.5pp |
| Employer contribution / active EE | $11,343 | $7,596+49.3% | $6,790+67.1% | $4,754+138.6% |
| Participant deferral / active EE | $12,357 | $11,626+6.3% | $10,410+18.7% | $6,712+84.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |