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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 | $710,657 | $209,874+238.6% | $189,537+274.9% | $167,536+324.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.06% | 748.61%-732.6pp | 555.34%-539.3pp | 478.82%-462.8pp |
| Employer contribution / active EE | $4,963 | $6,913-28.2% | $6,161-19.4% | $4,839+2.6% |
| Participant deferral / active EE | $21,667 | $8,934+142.5% | $8,220+163.6% | $6,342+241.6% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |