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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 | $763,889 | $175,259+335.9% | $149,723+410.2% | $139,487+447.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.05% | 166.82%-152.8pp | 134.50%-120.4pp | 373.84%-359.8pp |
| Employer contribution / active EE | $21,221 | $5,478+287.4% | $4,821+340.1% | $4,755+346.3% |
| Participant deferral / active EE | $27,682 | $6,522+324.5% | $5,682+387.1% | $6,713+312.4% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |