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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 | $802,370 | $175,231+357.9% | $149,696+436.0% | $139,466+475.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.60% | 166.77%-144.2pp | 134.46%-111.9pp | 373.66%-351.1pp |
| Employer contribution / active EE | $16,500 | $5,478+201.2% | $4,821+242.3% | $4,754+247.1% |
| Participant deferral / active EE | $10,688 | $6,521+63.9% | $5,682+88.1% | $6,712+59.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |