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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 | $623,982 | $115,810+438.8% | $101,271+516.1% | $158,966+292.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.75% | 56.15%-23.4pp | 46.48%-13.7pp | 302.95%-270.2pp |
| Employer contribution / active EE | $32,961 | $4,175+689.4% | $3,660+800.6% | $4,762+592.1% |
| Participant deferral / active EE | $33,602 | $4,958+577.7% | $4,371+668.8% | $5,983+461.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |