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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 | $450,005 | $160,070+181.1% | $147,117+205.9% | $145,897+208.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.18% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $17,686 | $5,285+234.7% | $4,932+258.6% | $4,663+279.3% |
| Participant deferral / active EE | $13,916 | $8,419+65.3% | $8,065+72.6% | $6,689+108.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |