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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 | $501,090 | $183,539+173.0% | $155,556+222.1% | $145,897+243.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.89% | 61.31%-48.4pp | 64.84%-52.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $8,633 | $5,315+62.4% | $4,675+84.6% | $4,663+85.2% |
| Participant deferral / active EE | $11,510 | $6,467+78.0% | $5,631+104.4% | $6,689+72.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |