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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 | $388,475 | $183,539+111.7% | $155,556+149.7% | $145,897+166.3% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 15.97% | 61.31%-45.3pp | 64.84%-48.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $23,403 | $5,315+340.3% | $4,675+400.6% | $4,663+401.9% |
| Participant deferral / active EE | $22,968 | $6,467+255.2% | $5,631+307.9% | $6,689+243.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |