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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 | $562,498 | $176,120+219.4% | $159,487+252.7% | $167,553+235.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.10% | 331.95%-313.8pp | 263.71%-245.6pp | 478.89%-460.8pp |
| Employer contribution / active EE | $12,292 | $5,299+131.9% | $4,831+154.4% | $4,840+154.0% |
| Participant deferral / active EE | $19,534 | $7,752+152.0% | $7,354+165.6% | $6,343+208.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |