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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 | $491,822 | $202,342+143.1% | $172,752+184.7% | $152,897+221.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 16.45% | 1029.83%-1013.4pp | 802.97%-786.5pp | 345.43%-329.0pp |
| Employer contribution / active EE | $13,604 | $5,858+132.2% | $5,144+164.5% | $4,764+185.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |