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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 | $606,343 | $197,637+206.8% | $177,848+240.9% | $158,982+281.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.45% | 58.77%-46.3pp | 48.33%-35.9pp | 302.99%-290.5pp |
| Employer contribution / active EE | $13,948 | $6,698+108.2% | $5,919+135.7% | $4,763+192.8% |
| Participant deferral / active EE | $18,058 | $8,405+114.9% | $7,714+134.1% | $5,983+201.8% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |