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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 | $975,301 | $217,427+348.6% | $185,837+424.8% | $167,518+482.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.49% | 148.39%-128.9pp | 122.08%-102.6pp | 478.71%-459.2pp |
| Employer contribution / active EE | $10,297 | $5,874+75.3% | $5,168+99.2% | $4,838+112.8% |
| Participant deferral / active EE | $16,620 | $6,357+161.4% | $5,568+198.5% | $6,342+162.1% |
| Admin fee / account holder | $7 | $19,816-100.0% | $16,241-100.0% | $12,312-99.9% |