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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 | $363,011 | $211,224+71.9% | $178,505+103.4% | $145,897+148.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 55.02% | 30.28%+24.7pp | 27.16%+27.9pp | 552.29%-497.3pp |
| Employer contribution / active EE | $13,318 | $4,577+191.0% | $3,955+236.7% | $4,663+185.6% |
| Participant deferral / active EE | $8,714 | $6,966+25.1% | $6,280+38.8% | $6,689+30.3% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |