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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 | $283,796 | $148,623+91.0% | $135,974+108.7% | $139,466+103.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.46% | 79.30%-54.8pp | 68.30%-43.8pp | 373.66%-349.2pp |
| Employer contribution / active EE | $9,600 | $5,246+83.0% | $4,859+97.6% | $4,754+101.9% |
| Participant deferral / active EE | $17,500 | $8,103+116.0% | $7,760+125.5% | $6,712+160.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |