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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 | $362,173 | $196,972+83.9% | $182,262+98.7% | $198,609+82.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.73% | 158.27%-134.5pp | 140.60%-116.9pp | 202.70%-179.0pp |
| Employer contribution / active EE | $20,767 | $5,364+287.2% | $5,046+311.6% | $5,055+310.8% |
| Participant deferral / active EE | $9,166 | $8,643+6.1% | $8,276+10.7% | $6,977+31.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |