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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 | $211,239+71.8% | $178,528+103.3% | $145,877+148.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 55.02% | 30.22%+24.8pp | 27.11%+27.9pp | 551.28%-496.3pp |
| Employer contribution / active EE | $13,318 | $4,570+191.4% | $3,950+237.1% | $4,663+185.6% |
| Participant deferral / active EE | $8,714 | $6,963+25.2% | $6,278+38.8% | $6,691+30.2% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |