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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 | $279,176 | $148,629+87.8% | $135,982+105.3% | $139,487+100.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.96% | 79.33%-61.4pp | 68.32%-50.4pp | 373.84%-355.9pp |
| Employer contribution / active EE | $15,112 | $5,247+188.0% | $4,859+211.0% | $4,755+217.8% |
| Participant deferral / active EE | $15,892 | $8,102+96.1% | $7,760+104.8% | $6,713+136.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |