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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 | $380,333 | $148,629+155.9% | $135,982+179.7% | $139,487+172.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.51% | 79.33%-58.8pp | 68.32%-47.8pp | 373.84%-353.3pp |
| Employer contribution / active EE | $9,736 | $5,247+85.6% | $4,859+100.4% | $4,755+104.8% |
| Participant deferral / active EE | $12,224 | $8,102+50.9% | $7,760+57.5% | $6,713+82.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |