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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 | $721,070 | $183,539+292.9% | $155,556+363.5% | $145,897+394.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.06% | 61.31%-49.2pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $23,922 | $5,315+350.1% | $4,675+411.6% | $4,663+413.0% |
| Participant deferral / active EE | $22,200 | $6,467+243.3% | $5,631+294.3% | $6,689+231.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |