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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 | $307,585 | $166,242+85.0% | $165,071+86.3% | $145,884+110.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.68% | 100.44%-85.8pp | 70.17%-55.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $13,370 | $5,283+153.1% | $4,347+207.5% | $4,662+186.8% |
| Participant deferral / active EE | $13,619 | $6,964+95.6% | $6,035+125.7% | $6,690+103.6% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |