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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 | $542,763 | $197,603+174.7% | $177,827+205.2% | $158,950+241.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.66% | 58.76%-32.1pp | 48.32%-21.7pp | 302.91%-276.2pp |
| Employer contribution / active EE | $43,333 | $6,698+547.0% | $5,918+632.2% | $4,762+810.0% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |