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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 | $455,400 | $185,905+145.0% | $170,057+167.8% | $139,487+226.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.81% | 60.56%-47.8pp | 53.42%-40.6pp | 373.84%-361.0pp |
| Employer contribution / active EE | $10,000 | $7,597+31.6% | $6,790+47.3% | $4,755+110.3% |
| Participant deferral / active EE | $21,990 | $11,627+89.1% | $10,411+111.2% | $6,713+227.6% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |