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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 | $808,374 | $176,120+359.0% | $159,487+406.9% | $167,553+382.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.87% | 331.95%-309.1pp | 263.71%-240.8pp | 478.89%-456.0pp |
| Employer contribution / active EE | $9,432 | $5,299+78.0% | $4,831+95.2% | $4,840+94.9% |
| Participant deferral / active EE | $15,012 | $7,752+93.7% | $7,354+104.1% | $6,343+136.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |