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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 | $342,986 | $160,070+114.3% | $147,117+133.1% | $145,897+135.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.50% | 98.69%-85.2pp | 420.54%-407.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $14,693 | $5,285+178.0% | $4,932+197.9% | $4,663+215.1% |
| Participant deferral / active EE | $12,342 | $8,419+46.6% | $8,065+53.0% | $6,689+84.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |