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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 | $464,133 | $160,070+190.0% | $147,117+215.5% | $145,897+218.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.04% | 98.69%-86.6pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $12,610 | $5,285+138.6% | $4,932+155.7% | $4,663+170.5% |
| Participant deferral / active EE | $13,950 | $8,419+65.7% | $8,065+73.0% | $6,689+108.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |