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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 | $275,178 | $157,296+74.9% | $141,191+94.9% | $152,897+80.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.63% | 64.34%-37.7pp | 71.41%-44.8pp | 345.43%-318.8pp |
| Employer contribution / active EE | $9,607 | $5,262+82.6% | $4,736+102.9% | $4,764+101.7% |
| Participant deferral / active EE | $7,134 | $7,111+0.3% | $6,710+6.3% | $5,851+21.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |