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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 | $908,405 | $159,934+468.0% | $147,005+517.9% | $145,959+522.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.55% | 98.24%-86.7pp | 418.76%-407.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $9,150 | $5,287+73.1% | $4,934+85.4% | $4,661+96.3% |
| Participant deferral / active EE | $30,500 | $8,427+261.9% | $8,070+278.0% | $6,689+356.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |