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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 | $851,502 | $201,344+322.9% | $184,243+362.2% | $145,877+483.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.61% | 29.01%-10.4pp | 28.82%-10.2pp | 551.28%-532.7pp |
| Employer contribution / active EE | $15,618 | $7,022+122.4% | $6,427+143.0% | $4,663+234.9% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |