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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 | $924,497 | $209,422+341.5% | $178,503+417.9% | $158,982+481.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.54% | 188.81%-172.3pp | 151.12%-134.6pp | 302.99%-286.4pp |
| Employer contribution / active EE | $29,426 | $5,707+415.6% | $5,011+487.2% | $4,763+517.8% |
| Participant deferral / active EE | $21,234 | $5,955+256.6% | $5,202+308.2% | $5,983+254.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |