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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 | $421,270 | $148,629+183.4% | $135,982+209.8% | $139,487+202.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.66% | 79.33%-61.7pp | 68.32%-50.7pp | 373.84%-356.2pp |
| Employer contribution / active EE | $18,374 | $5,247+250.2% | $4,859+278.1% | $4,755+286.4% |
| Participant deferral / active EE | $13,750 | $8,102+69.7% | $7,760+77.2% | $6,713+104.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |