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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 | $953,021 | $183,539+419.2% | $155,556+512.7% | $145,897+553.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.90% | 61.31%-33.4pp | 64.84%-36.9pp | 552.29%-524.4pp |
| Employer contribution / active EE | $17,359 | $5,315+226.6% | $4,675+271.3% | $4,663+272.3% |
| Participant deferral / active EE | $17,359 | $6,467+168.4% | $5,631+208.3% | $6,689+159.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |