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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 | $309,554 | $156,398+97.9% | $147,318+110.1% | $138,895+122.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.68% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.7pp |
| Employer contribution / active EE | $46,500 | $4,853+858.1% | $4,593+912.4% | $4,194+1008.7% |
| Participant deferral / active EE | $23,500 | $8,237+185.3% | $7,906+197.2% | $6,396+267.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |