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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 | $482,645 | $157,304+206.8% | $141,197+241.8% | $152,909+215.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.48% | 64.34%-40.9pp | 71.41%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $24,167 | $5,263+359.2% | $4,736+410.3% | $4,764+407.3% |
| Participant deferral / active EE | $2,608 | $7,111-63.3% | $6,710-61.1% | $5,851-55.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |