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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 | $778,896 | $197,637+294.1% | $177,848+338.0% | $158,982+389.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.64% | 58.77%-39.1pp | 48.33%-28.7pp | 302.99%-283.4pp |
| Employer contribution / active EE | $12,805 | $6,698+91.2% | $5,919+116.4% | $4,763+168.9% |
| Participant deferral / active EE | $19,625 | $8,405+133.5% | $7,714+154.4% | $5,983+228.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |