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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 | $637,997 | $183,539+247.6% | $155,556+310.1% | $145,897+337.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.24% | 61.31%-42.1pp | 64.84%-45.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $8,970 | $5,315+68.8% | $4,675+91.8% | $4,663+92.4% |
| Participant deferral / active EE | $7,100 | $6,467+9.8% | $5,631+26.1% | $6,689+6.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |