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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 | $699,190 | $176,120+297.0% | $159,487+338.4% | $167,553+317.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.61% | 331.95%-311.3pp | 263.71%-243.1pp | 478.89%-458.3pp |
| Employer contribution / active EE | $15,417 | $5,299+190.9% | $4,831+219.1% | $4,840+218.6% |
| Participant deferral / active EE | $4,651 | $7,752-40.0% | $7,354-36.7% | $6,343-26.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |