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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 | $927,595 | $183,592+405.2% | $155,574+496.2% | $145,877+535.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.13% | 61.37%-47.2pp | 64.87%-50.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $46,000 | $5,317+765.2% | $4,676+883.8% | $4,663+886.5% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.8% | $6,691+355.9% |
| Admin fee / account holder | $2 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |