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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 | $537,662 | $159,934+236.2% | $147,005+265.7% | $145,959+268.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.83% | 98.24%-72.4pp | 418.76%-392.9pp | 561.95%-536.1pp |
| Employer contribution / active EE | $18,301 | $5,287+246.1% | $4,934+270.9% | $4,661+292.6% |
| Participant deferral / active EE | $12,434 | $8,427+47.5% | $8,070+54.1% | $6,689+85.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |