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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 | $598,396 | $185,856+222.0% | $170,028+251.9% | $139,456+329.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.07% | 60.52%-42.4pp | 53.39%-35.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $27,479 | $7,593+261.9% | $6,788+304.8% | $4,753+478.2% |
| Participant deferral / active EE | $15,008 | $11,623+29.1% | $10,409+44.2% | $6,711+123.6% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |