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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 | $868,389 | $209,422+314.7% | $178,503+386.5% | $158,982+446.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.88% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $15,870 | $5,707+178.1% | $5,011+216.7% | $4,763+233.2% |
| Participant deferral / active EE | $16,397 | $5,955+175.4% | $5,202+215.2% | $5,983+174.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |