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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 | $498,351 | $211,105+136.1% | $178,449+179.3% | $145,978+241.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 52.97% | 30.19%+22.8pp | 27.09%+25.9pp | 550.52%-497.5pp |
| Employer contribution / active EE | $8,120 | $4,569+77.7% | $3,951+105.5% | $4,662+74.2% |
| Participant deferral / active EE | $18,000 | $6,959+158.7% | $6,277+186.8% | $6,690+169.1% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |