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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 | $332,010 | $148,623+123.4% | $135,974+144.2% | $139,466+138.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.90% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.8pp |
| Employer contribution / active EE | $15,177 | $5,246+189.3% | $4,859+212.4% | $4,754+219.3% |
| Participant deferral / active EE | $18,400 | $8,103+127.1% | $7,760+137.1% | $6,712+174.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |