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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 | $405,521 | $227,399+78.3% | $189,758+113.7% | $198,609+104.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.59% | 61.03%-41.4pp | 52.62%-33.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $9,484 | $5,526+71.6% | $4,767+99.0% | $5,055+87.6% |
| Participant deferral / active EE | $22,075 | $6,837+222.9% | $5,856+277.0% | $6,977+216.4% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |