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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 | $676,277 | $185,883+263.8% | $170,043+297.7% | $139,466+384.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.71% | 60.54%-40.8pp | 53.40%-33.7pp | 373.66%-354.0pp |
| Employer contribution / active EE | $13,940 | $7,596+83.5% | $6,790+105.3% | $4,754+193.2% |
| Participant deferral / active EE | $13,555 | $11,626+16.6% | $10,410+30.2% | $6,712+102.0% |
| Admin fee / account holder | $184 | $15,393-98.8% | $12,824-98.6% | $11,409-98.4% |