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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 | $768,240 | $198,462+287.1% | $170,439+350.7% | $147,585+420.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.50% | 257.30%-243.8pp | 205.94%-192.4pp | 578.58%-565.1pp |
| Employer contribution / active EE | $34,060 | $6,184+450.8% | $5,433+526.9% | $4,876+598.5% |
| Participant deferral / active EE | $16,500 | $5,629+193.1% | $4,939+234.0% | $5,439+203.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |