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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 | $740,729 | $148,623+398.4% | $135,974+444.8% | $139,466+431.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.59% | 79.30%-61.7pp | 68.30%-50.7pp | 373.66%-356.1pp |
| Employer contribution / active EE | $18,084 | $5,246+244.7% | $4,859+272.2% | $4,754+280.4% |
| Participant deferral / active EE | $17,747 | $8,103+119.0% | $7,760+128.7% | $6,712+164.4% |
| Admin fee / account holder | $31 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |