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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 | $354,088 | $160,070+121.2% | $147,117+140.7% | $145,897+142.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $25,167 | $5,285+376.2% | $4,932+410.2% | $4,663+439.8% |
| Participant deferral / active EE | $23,058 | $8,419+173.9% | $8,065+185.9% | $6,689+244.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |