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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 | $159,934+72.8% | $147,005+88.0% | $145,959+89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.04% | 98.24%-77.2pp | 418.76%-397.7pp | 561.95%-540.9pp |
| Employer contribution / active EE | $14,312 | $5,287+170.7% | $4,934+190.1% | $4,661+207.1% |
| Participant deferral / active EE | $13,259 | $8,427+57.3% | $8,070+64.3% | $6,689+98.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |