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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% | $155,574+278.7% | $145,877+303.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 63.10% | 61.37%+1.7pp | 64.87%-1.8pp | 551.28%-488.2pp |
| Employer contribution / active EE | $24,387 | $5,317+358.7% | $4,676+421.6% | $4,663+423.0% |
| Participant deferral / active EE | $21,151 | $6,466+227.1% | $5,629+275.7% | $6,691+216.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |