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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 | $506,946 | $160,070+216.7% | $147,117+244.6% | $145,897+247.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.54% | 98.69%-78.1pp | 420.54%-400.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $23,824 | $5,285+350.8% | $4,932+383.0% | $4,663+411.0% |
| Participant deferral / active EE | $10,850 | $8,419+28.9% | $8,065+34.5% | $6,689+62.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |