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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 | $537,594 | $185,905+189.2% | $170,057+216.1% | $139,487+285.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 84.98% | 60.56%+24.4pp | 53.42%+31.6pp | 373.84%-288.9pp |
| Employer contribution / active EE | $14,978 | $7,597+97.1% | $6,790+120.6% | $4,755+215.0% |
| Participant deferral / active EE | $16,404 | $11,627+41.1% | $10,411+57.6% | $6,713+144.4% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |