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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 | $545,556 | $148,629+267.1% | $135,982+301.2% | $139,487+291.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 114.20% | 79.33%+34.9pp | 68.32%+45.9pp | 373.84%-259.6pp |
| Employer contribution / active EE | $16,377 | $5,247+212.2% | $4,859+237.0% | $4,755+244.4% |
| Participant deferral / active EE | $12,750 | $8,102+57.4% | $7,760+64.3% | $6,713+89.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |