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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 | $683,140 | $175,259+289.8% | $149,723+356.3% | $139,487+389.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.62% | 166.82%-138.2pp | 134.50%-105.9pp | 373.84%-345.2pp |
| Employer contribution / active EE | $15,882 | $5,478+189.9% | $4,821+229.4% | $4,755+234.0% |
| Participant deferral / active EE | $10,000 | $6,522+53.3% | $5,682+76.0% | $6,713+49.0% |
| Admin fee / account holder | $4 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |