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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 | $653,845 | $185,856+251.8% | $170,028+284.6% | $139,456+368.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.83% | 60.52%-40.7pp | 53.39%-33.6pp | 373.45%-353.6pp |
| Employer contribution / active EE | $19,683 | $7,593+159.2% | $6,788+190.0% | $4,753+314.2% |
| Participant deferral / active EE | $25,828 | $11,623+122.2% | $10,409+148.1% | $6,711+284.8% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |