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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 | $767,522 | $197,637+288.3% | $177,848+331.6% | $158,982+382.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 29.69% | 58.77%-29.1pp | 48.33%-18.6pp | 302.99%-273.3pp |
| Employer contribution / active EE | $19,797 | $6,698+195.6% | $5,919+234.5% | $4,763+315.7% |
| Participant deferral / active EE | $16,842 | $8,405+100.4% | $7,714+118.3% | $5,983+181.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |