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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 | $418,149 | $183,539+127.8% | $155,556+168.8% | $145,897+186.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.56% | 61.31%-41.8pp | 64.84%-45.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,750 | $5,315-48.3% | $4,675-41.2% | $4,663-41.0% |
| Participant deferral / active EE | $15,000 | $6,467+131.9% | $5,631+166.4% | $6,689+124.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |