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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 | $378,500 | $159,978+136.6% | $147,041+157.4% | $145,978+159.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.49% | 98.36%-85.9pp | 419.21%-406.7pp | 550.52%-538.0pp |
| Employer contribution / active EE | $17,563 | $5,288+232.1% | $4,935+255.9% | $4,662+276.7% |
| Participant deferral / active EE | $26,750 | $8,429+217.4% | $8,071+231.4% | $6,690+299.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |