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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 | $695,082 | $202,342+243.5% | $172,752+302.4% | $152,897+354.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.30% | 1029.83%-1009.5pp | 802.97%-782.7pp | 345.43%-325.1pp |
| Employer contribution / active EE | $18,040 | $5,858+208.0% | $5,144+250.7% | $4,764+278.7% |
| Participant deferral / active EE | $10,040 | $5,948+68.8% | $5,198+93.2% | $5,851+71.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |