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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 | $657,444 | $185,905+253.6% | $170,057+286.6% | $139,487+371.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.22% | 60.56%-43.3pp | 53.42%-36.2pp | 373.84%-356.6pp |
| Employer contribution / active EE | $39,952 | $7,597+425.9% | $6,790+488.4% | $4,755+740.3% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |