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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 | $645,251 | $209,874+207.4% | $189,537+240.4% | $167,536+285.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.04% | 748.61%-737.6pp | 555.34%-544.3pp | 478.82%-467.8pp |
| Employer contribution / active EE | $18,296 | $6,913+164.7% | $6,161+197.0% | $4,839+278.1% |
| Participant deferral / active EE | $16,394 | $8,934+83.5% | $8,220+99.4% | $6,342+158.5% |
| Admin fee / account holder | $51 | $14,299-99.6% | $12,048-99.6% | $12,315-99.6% |