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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 | $666,260 | $183,592+262.9% | $155,574+328.3% | $145,877+356.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.47% | 61.37%-44.9pp | 64.87%-48.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $35,423 | $5,317+566.3% | $4,676+657.6% | $4,663+659.7% |
| Participant deferral / active EE | $20,422 | $6,466+215.8% | $5,629+262.8% | $6,691+205.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |