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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 | $938,793 | $185,883+405.0% | $170,043+452.1% | $139,466+573.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.56% | 60.54%-39.0pp | 53.40%-31.8pp | 373.66%-352.1pp |
| Employer contribution / active EE | $23,423 | $7,596+208.3% | $6,790+245.0% | $4,754+392.7% |
| Participant deferral / active EE | $26,250 | $11,626+125.8% | $10,410+152.2% | $6,712+291.1% |
| Admin fee / account holder | $10 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |