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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 | $393,332 | $138,076+184.9% | $123,553+218.4% | $135,380+190.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.57% | 153.70%-142.1pp | 119.21%-107.6pp | 519.81%-508.2pp |
| Employer contribution / active EE | $24,302 | $5,152+371.7% | $4,628+425.1% | $4,779+408.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |