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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 | $953,723 | $183,516+419.7% | $155,534+513.2% | $145,884+553.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.26% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $18,839 | $5,315+254.5% | $4,675+303.0% | $4,662+304.1% |
| Participant deferral / active EE | $21,290 | $6,467+229.2% | $5,630+278.1% | $6,690+218.2% |
| Admin fee / account holder | $36 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |