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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 | $298,549 | $148,623+100.9% | $135,974+119.6% | $139,466+114.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.78% | 79.30%-61.5pp | 68.30%-50.5pp | 373.66%-355.9pp |
| Employer contribution / active EE | $18,198 | $5,246+246.9% | $4,859+274.5% | $4,754+282.8% |
| Participant deferral / active EE | $23,200 | $8,103+186.3% | $7,760+199.0% | $6,712+245.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |