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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 | $786,089 | $209,422+275.4% | $178,503+340.4% | $158,982+394.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.07% | 188.81%-174.7pp | 151.12%-137.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $27,430 | $5,707+380.6% | $5,011+447.4% | $4,763+475.9% |
| Participant deferral / active EE | $18,038 | $5,955+202.9% | $5,202+246.7% | $5,983+201.5% |
| Admin fee / account holder | $4 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |