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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 | $183,539+70.2% | $155,556+100.8% | $145,897+114.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.76% | 61.31%-43.5pp | 64.84%-47.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $45,800 | $5,315+761.7% | $4,675+879.6% | $4,663+882.3% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,631+308.5% | $6,689+243.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |