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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 | $474,093 | $157,296+201.4% | $141,191+235.8% | $152,897+210.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.47% | 64.34%-45.9pp | 71.41%-52.9pp | 345.43%-327.0pp |
| Employer contribution / active EE | $11,164 | $5,262+112.2% | $4,736+135.7% | $4,764+134.4% |
| Participant deferral / active EE | $13,940 | $7,111+96.0% | $6,710+107.8% | $5,851+138.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |