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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 | $408,576 | $134,817+203.1% | $123,973+229.6% | $155,188+163.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.58% | 515.49%-496.9pp | 388.13%-369.5pp | 148.84%-130.3pp |
| Employer contribution / active EE | $17,015 | $4,425+284.5% | $4,126+312.4% | $4,248+300.6% |
| Participant deferral / active EE | $9,520 | $5,706+66.8% | $5,247+81.4% | $6,531+45.8% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |