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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 | $314,736 | $166,268+89.3% | $165,100+90.6% | $145,897+115.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.05% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.2pp |
| Employer contribution / active EE | $20,700 | $5,284+291.8% | $4,348+376.1% | $4,663+344.0% |
| Participant deferral / active EE | $9,400 | $6,964+35.0% | $6,035+55.7% | $6,689+40.5% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |