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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 | $633,914 | $183,539+245.4% | $155,556+307.5% | $145,897+334.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 20.96% | 61.31%-40.3pp | 64.84%-43.9pp | 552.29%-531.3pp |
| Employer contribution / active EE | $14,183 | $5,315+166.8% | $4,675+203.4% | $4,663+204.2% |
| Participant deferral / active EE | $19,104 | $6,467+195.4% | $5,631+239.3% | $6,689+185.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |