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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 | $497,620 | $202,463+145.8% | $169,397+193.8% | $139,487+256.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.77% | 532.64%-516.9pp | 406.23%-390.5pp | 373.84%-358.1pp |
| Employer contribution / active EE | $17,324 | $4,694+269.1% | $4,013+331.7% | $4,755+264.4% |
| Participant deferral / active EE | $14,503 | $6,941+108.9% | $6,223+133.1% | $6,713+116.1% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |