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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 | $685,404 | $202,463+238.5% | $169,397+304.6% | $139,487+391.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.13% | 532.64%-511.5pp | 406.23%-385.1pp | 373.84%-352.7pp |
| Employer contribution / active EE | $26,591 | $4,694+466.5% | $4,013+562.6% | $4,755+459.3% |
| Participant deferral / active EE | $14,625 | $6,941+110.7% | $6,223+135.0% | $6,713+117.9% |
| Admin fee / account holder | $1 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |