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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 | $499,003 | $166,242+200.2% | $165,071+202.3% | $145,884+242.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.31% | 100.44%-80.1pp | 70.17%-49.9pp | 551.85%-531.5pp |
| Employer contribution / active EE | $4,826 | $5,283-8.6% | $4,347+11.0% | $4,662+3.5% |
| Participant deferral / active EE | $21,577 | $6,964+209.8% | $6,035+257.5% | $6,690+222.5% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |