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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 | $183,516+163.2% | $155,534+210.5% | $145,884+231.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.01% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $16,990 | $5,315+219.7% | $4,675+263.4% | $4,662+264.4% |
| Participant deferral / active EE | $12,191 | $6,467+88.5% | $5,630+116.5% | $6,690+82.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |