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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 | $419,675 | $183,592+128.6% | $155,574+169.8% | $145,877+187.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $24,754 | $5,317+365.6% | $4,676+429.4% | $4,663+430.9% |
| Participant deferral / active EE | $2,500 | $6,466-61.3% | $5,629-55.6% | $6,691-62.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |