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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 | $710,444 | $183,627+286.9% | $155,602+356.6% | $145,978+386.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.02% | 61.32%-41.3pp | 64.81%-44.8pp | 550.52%-530.5pp |
| Employer contribution / active EE | $7,304 | $5,316+37.4% | $4,675+56.2% | $4,662+56.7% |
| Participant deferral / active EE | $9,123 | $6,466+41.1% | $5,629+62.1% | $6,690+36.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |