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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 | $782,029 | $168,635+363.7% | $147,617+429.8% | $125,389+523.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.44% | 77.65%-76.2pp | 61.98%-60.5pp | 282.24%-280.8pp |
| Employer contribution / active EE | $33,390 | $6,252+434.1% | $5,564+500.1% | $4,866+586.2% |
| Participant deferral / active EE | $5,650 | $5,507+2.6% | $4,895+15.4% | $5,352+5.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |