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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 | $471,061 | $160,028+194.4% | $147,080+220.3% | $145,884+222.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.65% | 98.60%-74.9pp | 420.17%-396.5pp | 551.85%-528.2pp |
| Employer contribution / active EE | $17,052 | $5,286+222.6% | $4,933+245.7% | $4,662+265.7% |
| Participant deferral / active EE | $17,883 | $8,422+112.3% | $8,066+121.7% | $6,690+167.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |