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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 | $396,284 | $183,539+115.9% | $155,556+154.8% | $145,897+171.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.83% | 61.31%-39.5pp | 64.84%-43.0pp | 552.29%-530.5pp |
| Employer contribution / active EE | $25,030 | $5,315+370.9% | $4,675+435.3% | $4,663+436.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |