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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 | $370,953 | $183,592+102.1% | $155,567+138.5% | $145,959+154.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.30% | 61.24%-42.9pp | 64.74%-46.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $7,461 | $5,315+40.4% | $4,674+59.6% | $4,661+60.1% |
| Participant deferral / active EE | $13,946 | $6,464+115.7% | $5,628+147.8% | $6,689+108.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |