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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 | $698,253 | $201,344+246.8% | $184,243+279.0% | $145,877+378.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.92% | 29.01%-14.1pp | 28.82%-13.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $12,804 | $7,022+82.3% | $6,427+99.2% | $4,663+174.6% |
| Participant deferral / active EE | $14,332 | $9,807+46.1% | $9,132+56.9% | $6,691+114.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |