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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 | $734,025 | $196,972+272.7% | $182,262+302.7% | $198,609+269.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.72% | 158.27%-144.6pp | 140.60%-126.9pp | 202.70%-189.0pp |
| Employer contribution / active EE | $20,033 | $5,364+273.5% | $5,046+297.0% | $5,055+296.3% |
| Participant deferral / active EE | $15,667 | $8,643+81.3% | $8,276+89.3% | $6,977+124.6% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |