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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 | $159,978+424.0% | $147,041+470.0% | $145,978+474.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.56% | 98.36%-87.8pp | 419.21%-408.6pp | 550.52%-540.0pp |
| Employer contribution / active EE | $7,476 | $5,288+41.4% | $4,935+51.5% | $4,662+60.4% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,690+52.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |