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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 | $450,516 | $183,539+145.5% | $155,556+189.6% | $145,897+208.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.67% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $16,746 | $5,315+215.1% | $4,675+258.2% | $4,663+259.2% |
| Participant deferral / active EE | $21,104 | $6,467+226.3% | $5,631+274.8% | $6,689+215.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |