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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 | $483,636 | $175,231+176.0% | $149,696+223.1% | $139,466+246.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.65% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,087 | $5,478-61.9% | $4,821-56.7% | $4,754-56.1% |
| Participant deferral / active EE | $20,830 | $6,521+219.4% | $5,682+266.6% | $6,712+210.3% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |