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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 | $404,796 | $202,430+100.0% | $169,369+139.0% | $139,427+190.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.75% | 531.86%-510.1pp | 405.70%-384.0pp | 373.27%-351.5pp |
| Employer contribution / active EE | $12,619 | $4,690+169.1% | $4,011+214.6% | $4,752+165.6% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $10,716-100.0% | $9,009-100.0% | $11,404-100.0% |