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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 | $937,465 | $183,627+410.5% | $155,602+502.5% | $145,978+542.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 61.32%-47.8pp | 64.81%-51.3pp | 550.52%-537.0pp |
| Employer contribution / active EE | $7,974 | $5,316+50.0% | $4,675+70.6% | $4,662+71.1% |
| Participant deferral / active EE | $11,729 | $6,466+81.4% | $5,629+108.4% | $6,690+75.3% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |