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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 | $978,621 | $185,905+426.4% | $170,057+475.5% | $139,487+601.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.05% | 60.56%-48.5pp | 53.42%-41.4pp | 373.84%-361.8pp |
| Employer contribution / active EE | $8,000 | $7,597+5.3% | $6,790+17.8% | $4,755+68.3% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |