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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 | $527,927 | $148,629+255.2% | $135,982+288.2% | $139,487+278.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.94% | 79.33%-62.4pp | 68.32%-51.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $16,090 | $5,247+206.7% | $4,859+231.1% | $4,755+238.4% |
| Participant deferral / active EE | $11,405 | $8,102+40.8% | $7,760+47.0% | $6,713+69.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |