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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 | $552,225 | $157,296+251.1% | $141,191+291.1% | $152,897+261.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.46% | 64.34%-33.9pp | 71.41%-40.9pp | 345.43%-315.0pp |
| Employer contribution / active EE | $14,124 | $5,262+168.4% | $4,736+198.2% | $4,764+196.5% |
| Participant deferral / active EE | $10,484 | $7,111+47.4% | $6,710+56.2% | $5,851+79.2% |
| Admin fee / account holder | $11 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |