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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 | $821,548 | $197,637+315.7% | $177,848+361.9% | $158,982+416.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.01% | 58.77%-40.8pp | 48.33%-30.3pp | 302.99%-285.0pp |
| Employer contribution / active EE | $12,472 | $6,698+86.2% | $5,919+110.7% | $4,763+161.9% |
| Participant deferral / active EE | $12,560 | $8,405+49.4% | $7,714+62.8% | $5,983+109.9% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |