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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 | $534,417 | $183,592+191.1% | $155,567+243.5% | $145,959+266.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 19.84% | 61.24%-41.4pp | 64.74%-44.9pp | 561.95%-542.1pp |
| Employer contribution / active EE | $15,403 | $5,315+189.8% | $4,674+229.5% | $4,661+230.5% |
| Participant deferral / active EE | $22,500 | $6,464+248.1% | $5,628+299.8% | $6,689+236.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |