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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 | $737,614 | $160,028+360.9% | $147,080+401.5% | $145,884+405.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.10% | 98.60%-80.5pp | 420.17%-402.1pp | 551.85%-533.7pp |
| Employer contribution / active EE | $24,870 | $5,286+370.5% | $4,933+404.1% | $4,662+433.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |