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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 | $282,023 | $159,934+76.3% | $147,005+91.8% | $145,959+93.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 98.24%-83.7pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $21,932 | $5,287+314.8% | $4,934+344.5% | $4,661+370.6% |
| Participant deferral / active EE | $14,179 | $8,427+68.2% | $8,070+75.7% | $6,689+112.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |