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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 | $501,090 | $183,516+173.0% | $155,534+222.2% | $145,884+243.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.89% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $8,633 | $5,315+62.4% | $4,675+84.7% | $4,662+85.2% |
| Participant deferral / active EE | $11,510 | $6,467+78.0% | $5,630+104.4% | $6,690+72.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |