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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 | $108,897+310.9% | $100,378+345.8% | $145,877+206.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 58.17%-46.8pp | 49.41%-38.0pp | 551.28%-539.9pp |
| Employer contribution / active EE | $15,249 | $4,420+245.0% | $3,942+286.8% | $4,663+227.0% |
| Participant deferral / active EE | $9,046 | $8,455+7.0% | $8,087+11.9% | $6,691+35.2% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |