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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 | $801,138 | $209,422+282.5% | $178,503+348.8% | $158,982+403.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.18% | 188.81%-172.6pp | 151.12%-134.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,254 | $5,707-60.5% | $5,011-55.0% | $4,763-52.7% |
| Participant deferral / active EE | $10,526 | $5,955+76.8% | $5,202+102.3% | $5,983+75.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |