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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 | $433,525 | $166,242+160.8% | $165,071+162.6% | $145,884+197.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.18% | 100.44%-78.3pp | 70.17%-48.0pp | 551.85%-529.7pp |
| Employer contribution / active EE | $10,907 | $5,283+106.5% | $4,347+150.9% | $4,662+133.9% |
| Participant deferral / active EE | $7,875 | $6,964+13.1% | $6,035+30.5% | $6,690+17.7% |
| Admin fee / account holder | $2 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |