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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 | $409,288 | $157,296+160.2% | $141,191+189.9% | $152,897+167.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.33% | 64.34%-44.0pp | 71.41%-51.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $16,720 | $5,262+217.7% | $4,736+253.0% | $4,764+251.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $27 | $12,125-99.8% | $10,264-99.7% | $11,599-99.8% |