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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 | $451,014 | $211,239+113.5% | $178,528+152.6% | $145,877+209.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.57% | 30.22%-21.6pp | 27.11%-18.5pp | 551.28%-542.7pp |
| Employer contribution / active EE | $9,000 | $4,570+96.9% | $3,950+127.8% | $4,663+93.0% |
| Participant deferral / active EE | $20,333 | $6,963+192.0% | $6,278+223.9% | $6,691+203.9% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |