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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 | $468,954 | $210,698+122.6% | $178,014+163.4% | $145,959+221.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.60% | 386.27%-373.7pp | 294.80%-282.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $17,207 | $4,567+276.8% | $3,950+335.6% | $4,661+269.2% |
| Participant deferral / active EE | $45,500 | $6,958+553.9% | $6,276+624.9% | $6,689+580.3% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |