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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 | $880,731 | $166,020+430.5% | $164,866+434.2% | $145,959+503.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.88% | 100.08%-88.2pp | 69.97%-58.1pp | 561.95%-550.1pp |
| Employer contribution / active EE | $22,840 | $5,275+333.0% | $4,343+425.9% | $4,661+390.0% |
| Participant deferral / active EE | $22,121 | $6,961+217.8% | $6,033+266.7% | $6,689+230.7% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |