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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 | $766,220 | $160,028+378.8% | $147,080+421.0% | $145,884+425.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.71% | 98.60%-76.9pp | 420.17%-398.5pp | 551.85%-530.1pp |
| Employer contribution / active EE | $30,833 | $5,286+483.3% | $4,933+525.0% | $4,662+561.3% |
| Participant deferral / active EE | $25,667 | $8,422+204.8% | $8,066+218.2% | $6,690+283.7% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |