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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 | $955,494 | $183,539+420.6% | $155,556+514.2% | $145,897+554.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.18% | 61.31%-52.1pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $33,917 | $5,315+538.1% | $4,675+625.4% | $4,663+627.4% |
| Participant deferral / active EE | $28,000 | $6,467+333.0% | $5,631+397.3% | $6,689+318.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |