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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 | $769,066 | $159,934+380.9% | $147,005+423.2% | $145,959+426.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $18,255 | $5,287+245.3% | $4,934+270.0% | $4,661+291.7% |
| Participant deferral / active EE | $11,489 | $8,427+36.3% | $8,070+42.4% | $6,689+71.8% |
| Admin fee / account holder | $22 | $15,053-99.9% | $13,006-99.8% | $13,398-99.8% |