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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 | $482,969 | $185,883+159.8% | $170,043+184.0% | $139,466+246.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.84% | 60.54%-43.7pp | 53.40%-36.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $12,111 | $7,596+59.4% | $6,790+78.4% | $4,754+154.7% |
| Participant deferral / active EE | $9,847 | $11,626-15.3% | $10,410-5.4% | $6,712+46.7% |
| Admin fee / account holder | $1 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |