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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 | $921,298 | $183,592+401.8% | $155,567+492.2% | $145,959+531.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 38.95% | 61.24%-22.3pp | 64.74%-25.8pp | 561.95%-523.0pp |
| Employer contribution / active EE | $18,767 | $5,315+253.1% | $4,674+301.5% | $4,661+302.7% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |