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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 | $844,635 | $175,231+382.0% | $149,696+464.2% | $139,466+505.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.82% | 166.77%-152.9pp | 134.46%-120.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $33,781 | $5,478+516.7% | $4,821+600.7% | $4,754+610.6% |
| Participant deferral / active EE | $23,938 | $6,521+267.1% | $5,682+321.3% | $6,712+256.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |