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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 | $922,229 | $198,457+364.7% | $170,435+441.1% | $147,586+524.9% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 17.41% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $27,556 | $6,183+345.7% | $5,432+407.3% | $4,876+465.1% |
| Participant deferral / active EE | $15,333 | $5,629+172.4% | $4,939+210.4% | $5,439+181.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |