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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 | $385,929 | $154,193+150.3% | $130,045+196.8% | $139,466+176.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 35.85% | 32.51%+3.3pp | -137.30%+173.2pp | 373.66%-337.8pp |
| Employer contribution / active EE | $15,000 | $5,292+183.5% | $4,321+247.1% | $4,754+215.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $258 | $13,989-98.2% | $10,600-97.6% | $11,409-97.7% |