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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 | $651,130 | $209,874+210.2% | $189,537+243.5% | $167,536+288.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.39% | 748.61%-732.2pp | 555.34%-538.9pp | 478.82%-462.4pp |
| Employer contribution / active EE | $13,144 | $6,913+90.1% | $6,161+113.3% | $4,839+171.6% |
| Participant deferral / active EE | $11,522 | $8,934+29.0% | $8,220+40.2% | $6,342+81.7% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |