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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 | $250,501 | $135,956+84.3% | $123,894+102.2% | $273,972-8.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 96.09% | 56.63%+39.5pp | 47.52%+48.6pp | 41.46%+54.6pp |
| Employer contribution / active EE | $10,191 | $5,170+97.1% | $4,617+120.7% | $4,869+109.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |