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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 | $539,359 | $175,231+207.8% | $149,696+260.3% | $139,466+286.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.66% | 166.77%-149.1pp | 134.46%-116.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $18,551 | $5,478+238.6% | $4,821+284.8% | $4,754+290.2% |
| Participant deferral / active EE | $17,953 | $6,521+175.3% | $5,682+216.0% | $6,712+167.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |