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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 | $406,677 | $160,028+154.1% | $147,080+176.5% | $145,884+178.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.77% | 98.60%-74.8pp | 420.17%-396.4pp | 551.85%-528.1pp |
| Employer contribution / active EE | $13,412 | $5,286+153.7% | $4,933+171.9% | $4,662+187.7% |
| Participant deferral / active EE | $26,540 | $8,422+215.1% | $8,066+229.0% | $6,690+296.7% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |