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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 | $640,981 | $198,457+223.0% | $170,435+276.1% | $147,586+334.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.05% | 257.30%-243.3pp | 205.94%-191.9pp | 578.59%-564.5pp |
| Employer contribution / active EE | $18,608 | $6,183+200.9% | $5,432+242.5% | $4,876+281.6% |
| Participant deferral / active EE | $5,625 | $5,629-0.1% | $4,939+13.9% | $5,439+3.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |