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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 | $445,568 | $176,105+153.0% | $159,474+179.4% | $167,536+166.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.10% | 331.91%-316.8pp | 263.68%-248.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $12,756 | $5,299+140.7% | $4,831+164.1% | $4,839+163.6% |
| Participant deferral / active EE | $13,450 | $7,751+73.5% | $7,353+82.9% | $6,342+112.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |