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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 | $731,290 | $202,440+261.2% | $169,390+331.7% | $139,466+424.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 27.28% | 532.36%-505.1pp | 406.07%-378.8pp | 373.66%-346.4pp |
| Employer contribution / active EE | $8,412 | $4,693+79.2% | $4,013+109.6% | $4,754+76.9% |
| Participant deferral / active EE | $20,000 | $6,940+188.2% | $6,222+221.4% | $6,712+198.0% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |