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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 | $678,061 | $183,592+269.3% | $155,574+335.8% | $145,877+364.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.48% | 61.37%-42.9pp | 64.87%-46.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $10,517 | $5,317+97.8% | $4,676+124.9% | $4,663+125.5% |
| Participant deferral / active EE | $11,580 | $6,466+79.1% | $5,629+105.7% | $6,691+73.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |