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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 | $209,422+342.9% | $178,503+419.6% | $158,982+483.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.94% | 188.81%-178.9pp | 151.12%-141.2pp | 302.99%-293.1pp |
| Employer contribution / active EE | $26,198 | $5,707+359.1% | $5,011+422.8% | $4,763+450.1% |
| Participant deferral / active EE | $14,105 | $5,955+136.9% | $5,202+171.1% | $5,983+135.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |