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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 | $971,226 | $183,592+429.0% | $155,567+524.3% | $145,959+565.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.35% | 61.24%-44.9pp | 64.74%-48.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $20,185 | $5,315+279.8% | $4,674+331.8% | $4,661+333.1% |
| Participant deferral / active EE | $15,250 | $6,464+135.9% | $5,628+171.0% | $6,689+128.0% |
| Admin fee / account holder | $2 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |