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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 | $652,129 | $175,231+272.2% | $149,696+335.6% | $139,466+367.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.39% | 166.77%-145.4pp | 134.46%-113.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $9,672 | $5,478+76.6% | $4,821+100.6% | $4,754+103.5% |
| Participant deferral / active EE | $11,480 | $6,521+76.0% | $5,682+102.0% | $6,712+71.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |