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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 | $928,493 | $183,516+405.9% | $155,534+497.0% | $145,884+536.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.39% | 61.43%-38.0pp | 64.92%-41.5pp | 551.85%-528.5pp |
| Employer contribution / active EE | $22,076 | $5,315+315.4% | $4,675+372.2% | $4,662+373.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $278 | $19,293-98.6% | $15,900-98.2% | $13,392-97.9% |