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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 | $391,051 | $132,634+194.8% | $115,768+237.8% | $137,256+184.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.81% | 160.70%-142.9pp | 100.46%-82.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $10,008 | $3,360+197.9% | $2,940+240.4% | $4,156+140.8% |
| Participant deferral / active EE | $17,172 | $5,619+205.6% | $4,917+249.3% | $6,407+168.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |