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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 | $516,309 | $159,934+222.8% | $147,005+251.2% | $145,959+253.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 42.09% | 98.24%-56.1pp | 418.76%-376.7pp | 561.95%-519.9pp |
| Employer contribution / active EE | $2,175 | $5,287-58.9% | $4,934-55.9% | $4,661-53.3% |
| Participant deferral / active EE | $5,450 | $8,427-35.3% | $8,070-32.5% | $6,689-18.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |