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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 | $312,419 | $183,592+70.2% | $155,574+100.8% | $145,877+114.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.76% | 61.37%-43.6pp | 64.87%-47.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $45,800 | $5,317+761.4% | $4,676+879.5% | $4,663+882.2% |
| Participant deferral / active EE | $23,000 | $6,466+255.7% | $5,629+308.6% | $6,691+243.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |