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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 | $715,391 | $157,304+354.8% | $141,197+406.7% | $152,909+367.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 80.10% | 64.34%+15.8pp | 71.41%+8.7pp | 345.46%-265.4pp |
| Employer contribution / active EE | $11,206 | $5,263+112.9% | $4,736+136.6% | $4,764+135.2% |
| Participant deferral / active EE | $24,500 | $7,111+244.5% | $6,710+265.1% | $5,851+318.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |