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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 | $480,557 | $183,539+161.8% | $155,556+208.9% | $145,897+229.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.65% | 61.31%-40.7pp | 64.84%-44.2pp | 552.29%-531.6pp |
| Employer contribution / active EE | $12,524 | $5,315+135.6% | $4,675+167.9% | $4,663+168.6% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,631+35.4% | $6,689+14.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |