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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 | $782,340 | $150,207+420.8% | $120,380+549.9% | $145,978+435.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.15% | 154.28%-136.1pp | 107.28%-89.1pp | 550.52%-532.4pp |
| Employer contribution / active EE | $21,728 | $4,351+399.4% | $3,465+527.1% | $4,662+366.1% |
| Participant deferral / active EE | $15,367 | $6,175+148.9% | $4,992+207.8% | $6,690+129.7% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |