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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 | $399,729 | $185,856+115.1% | $170,028+135.1% | $139,456+186.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.61% | 60.52%-44.9pp | 53.39%-37.8pp | 373.45%-357.8pp |
| Employer contribution / active EE | $7,614 | $7,593+0.3% | $6,788+12.2% | $4,753+60.2% |
| Participant deferral / active EE | $11,250 | $11,623-3.2% | $10,409+8.1% | $6,711+67.6% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |