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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 | $838,205 | $160,040+423.7% | $147,096+469.8% | $145,877+474.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.56% | 98.49%-87.9pp | 419.75%-409.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $7,476 | $5,289+41.3% | $4,936+51.5% | $4,663+60.3% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,691+52.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |