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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 | $533,043 | $172,111+209.7% | $150,298+254.7% | $137,256+288.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.82% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $9,888 | $4,636+113.3% | $4,154+138.0% | $4,156+137.9% |
| Participant deferral / active EE | $7,500 | $6,166+21.6% | $5,453+37.5% | $6,407+17.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |