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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 | $739,673 | $209,422+253.2% | $178,503+314.4% | $158,982+365.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.02% | 188.81%-177.8pp | 151.12%-140.1pp | 302.99%-292.0pp |
| Employer contribution / active EE | $14,360 | $5,707+151.6% | $5,011+186.6% | $4,763+201.5% |
| Participant deferral / active EE | $17,748 | $5,955+198.0% | $5,202+241.2% | $5,983+196.6% |
| Admin fee / account holder | $268 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |