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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 | $453,801 | $107,941+320.4% | $91,994+393.3% | $152,897+196.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 29.04% | 89.28%-60.2pp | 69.04%-40.0pp | 345.43%-316.4pp |
| Employer contribution / active EE | $18,121 | $4,212+330.3% | $3,453+424.8% | $4,764+280.4% |
| Participant deferral / active EE | $12,600 | $6,366+97.9% | $5,924+112.7% | $5,851+115.3% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |