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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 | $292,494 | $157,304+85.9% | $141,197+107.2% | $152,909+91.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.74% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $31,013 | $5,263+489.3% | $4,736+554.8% | $4,764+551.0% |
| Participant deferral / active EE | $14,667 | $7,111+106.3% | $6,710+118.6% | $5,851+150.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |