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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 | $589,097 | $183,592+220.9% | $155,567+278.7% | $145,959+303.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 63.10% | 61.24%+1.9pp | 64.74%-1.6pp | 561.95%-498.9pp |
| Employer contribution / active EE | $24,387 | $5,315+358.9% | $4,674+421.7% | $4,661+423.2% |
| Participant deferral / active EE | $21,151 | $6,464+227.2% | $5,628+275.8% | $6,689+216.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |