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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 | $902,872 | $165,399+445.9% | $149,745+502.9% | $158,982+467.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.58% | 348.34%-315.8pp | 276.72%-244.1pp | 302.99%-270.4pp |
| Employer contribution / active EE | $13,231 | $5,105+159.2% | $4,646+184.8% | $4,763+177.8% |
| Participant deferral / active EE | $8,416 | $7,183+17.2% | $6,843+23.0% | $5,983+40.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |