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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 | $431,645 | $148,629+190.4% | $135,982+217.4% | $139,487+209.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.80% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.0pp |
| Employer contribution / active EE | $15,000 | $5,247+185.9% | $4,859+208.7% | $4,755+215.5% |
| Participant deferral / active EE | $8,390 | $8,102+3.6% | $7,760+8.1% | $6,713+25.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |