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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 | $562,175 | $183,592+206.2% | $155,574+261.4% | $145,877+285.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.52% | 61.37%-46.9pp | 64.87%-50.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $18,003 | $5,317+238.6% | $4,676+285.0% | $4,663+286.1% |
| Participant deferral / active EE | $23,748 | $6,466+267.3% | $5,629+321.9% | $6,691+255.0% |
| Admin fee / account holder | $2 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |