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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 | $354,304 | $148,623+138.4% | $135,974+160.6% | $139,466+154.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.05% | 79.30%-62.2pp | 68.30%-51.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $22,682 | $5,246+332.3% | $4,859+366.8% | $4,754+377.1% |
| Participant deferral / active EE | $19,346 | $8,103+138.8% | $7,760+149.3% | $6,712+188.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |