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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 | $980,254 | $227,399+331.1% | $189,758+416.6% | $198,609+393.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.82% | 61.03%-47.2pp | 52.62%-38.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $46,500 | $5,526+741.5% | $4,767+875.5% | $5,055+819.8% |
| Participant deferral / active EE | $26,000 | $6,837+280.3% | $5,856+344.0% | $6,977+272.7% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |