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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 | $386,926 | $183,516+110.8% | $155,534+148.8% | $145,884+165.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 61.43%-49.4pp | 64.92%-52.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $14,722 | $5,315+177.0% | $4,675+214.9% | $4,662+215.8% |
| Participant deferral / active EE | $13,098 | $6,467+102.5% | $5,630+132.6% | $6,690+95.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |