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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 | $310,681 | $160,070+94.1% | $147,117+111.2% | $145,897+112.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.79% | 98.69%-73.9pp | 420.54%-395.7pp | 552.29%-527.5pp |
| Employer contribution / active EE | $34,615 | $5,285+555.0% | $4,932+601.8% | $4,663+642.4% |
| Participant deferral / active EE | $20,933 | $8,419+148.6% | $8,065+159.6% | $6,689+212.9% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |