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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 | $694,839 | $209,425+231.8% | $178,499+289.3% | $158,966+337.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 108.69% | 188.80%-80.1pp | 151.10%-42.4pp | 302.95%-194.3pp |
| Employer contribution / active EE | $17,475 | $5,707+206.2% | $5,011+248.7% | $4,762+266.9% |
| Participant deferral / active EE | $7,158 | $5,955+20.2% | $5,202+37.6% | $5,983+19.6% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |