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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 | $276,307 | $160,070+72.6% | $147,117+87.8% | $145,897+89.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.04% | 98.69%-77.6pp | 420.54%-399.5pp | 552.29%-531.2pp |
| Employer contribution / active EE | $14,312 | $5,285+170.8% | $4,932+190.2% | $4,663+207.0% |
| Participant deferral / active EE | $13,259 | $8,419+57.5% | $8,065+64.4% | $6,689+98.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |