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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 | $454,161 | $185,883+144.3% | $170,043+167.1% | $139,466+225.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.33% | 60.54%-37.2pp | 53.40%-30.1pp | 373.66%-350.3pp |
| Employer contribution / active EE | $23,318 | $7,596+207.0% | $6,790+243.4% | $4,754+390.5% |
| Participant deferral / active EE | $15,489 | $11,626+33.2% | $10,410+48.8% | $6,712+130.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |