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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 | $277,430 | $166,268+66.9% | $165,100+68.0% | $145,897+90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.80% | 100.52%-86.7pp | 70.21%-56.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $13,423 | $5,284+154.0% | $4,348+208.7% | $4,663+187.9% |
| Participant deferral / active EE | $8,190 | $6,964+17.6% | $6,035+35.7% | $6,689+22.4% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |