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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 | $464,679 | $209,874+121.4% | $189,537+145.2% | $167,536+177.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.76% | 748.61%-733.9pp | 555.34%-540.6pp | 478.82%-464.1pp |
| Employer contribution / active EE | $19,796 | $6,913+186.4% | $6,161+221.3% | $4,839+309.1% |
| Participant deferral / active EE | $15,909 | $8,934+78.1% | $8,220+93.5% | $6,342+150.8% |
| Admin fee / account holder | $38 | $14,299-99.7% | $12,048-99.7% | $12,315-99.7% |