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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 | $809,421 | $175,259+361.8% | $149,723+440.6% | $139,487+480.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.99% | 166.82%-143.8pp | 134.50%-111.5pp | 373.84%-350.8pp |
| Employer contribution / active EE | $32,555 | $5,478+494.3% | $4,821+575.2% | $4,755+584.7% |
| Participant deferral / active EE | $19,297 | $6,522+195.9% | $5,682+239.6% | $6,713+187.5% |
| Admin fee / account holder | $102 | $16,158-99.4% | $13,215-99.2% | $11,407-99.1% |