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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 | $447,506 | $108,942+310.8% | $100,415+345.7% | $145,897+206.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 58.27%-46.9pp | 49.47%-38.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $15,249 | $4,422+244.8% | $3,943+286.7% | $4,663+227.0% |
| Participant deferral / active EE | $9,046 | $8,461+6.9% | $8,091+11.8% | $6,689+35.2% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |