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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 | $927,481 | $209,405+342.9% | $178,486+419.6% | $158,931+483.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.94% | 188.77%-178.8pp | 151.08%-141.1pp | 302.86%-292.9pp |
| Employer contribution / active EE | $26,198 | $5,707+359.1% | $5,011+422.8% | $4,761+450.2% |
| Participant deferral / active EE | $14,105 | $5,954+136.9% | $5,202+171.2% | $5,982+135.8% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |