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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 | $401,430 | $227,597+76.4% | $189,575+111.8% | $167,536+139.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 37.23% | 78.44%-41.2pp | 64.19%-27.0pp | 478.82%-441.6pp |
| Employer contribution / active EE | $14,854 | $5,316+179.4% | $4,412+236.7% | $4,839+207.0% |
| Participant deferral / active EE | $10,092 | $7,002+44.1% | $6,174+63.5% | $6,342+59.1% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |