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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 | $320,183 | $183,592+74.4% | $155,574+105.8% | $145,877+119.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.85% | 61.37%-41.5pp | 64.87%-45.0pp | 551.28%-531.4pp |
| Employer contribution / active EE | $18,373 | $5,317+245.6% | $4,676+292.9% | $4,663+294.0% |
| Participant deferral / active EE | $14,467 | $6,466+123.7% | $5,629+157.0% | $6,691+116.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |