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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 | $658,303 | $212,386+210.0% | $199,883+229.3% | $138,895+374.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 158.28% | 47.75%+110.5pp | 43.81%+114.5pp | 145.39%+12.9pp |
| Employer contribution / active EE | $24,034 | $6,625+262.8% | $6,261+283.9% | $4,194+473.0% |
| Participant deferral / active EE | $17,156 | $9,617+78.4% | $9,138+87.7% | $6,396+168.2% |
| Admin fee / account holder | $54 | $18,233-99.7% | $17,268-99.7% | $12,562-99.6% |