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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 | $598,434 | $185,883+221.9% | $170,043+251.9% | $139,466+329.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.99% | 60.54%-49.5pp | 53.40%-42.4pp | 373.66%-362.7pp |
| Employer contribution / active EE | $11,600 | $7,596+52.7% | $6,790+70.8% | $4,754+144.0% |
| Participant deferral / active EE | $19,450 | $11,626+67.3% | $10,410+86.8% | $6,712+189.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |