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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 | $482,936 | $183,592+163.0% | $155,567+210.4% | $145,959+230.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.01% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $16,990 | $5,315+219.7% | $4,674+263.5% | $4,661+264.5% |
| Participant deferral / active EE | $12,191 | $6,464+88.6% | $5,628+116.6% | $6,689+82.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |