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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 | $282,715 | $166,268+70.0% | $165,100+71.2% | $145,897+93.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.14% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $25,868 | $5,284+389.6% | $4,348+494.9% | $4,663+454.8% |
| Participant deferral / active EE | $20,450 | $6,964+193.6% | $6,035+238.8% | $6,689+205.7% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |