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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 | $403,576 | $183,592+119.8% | $155,567+159.4% | $145,959+176.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.55% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $9,041 | $5,315+70.1% | $4,674+93.4% | $4,661+94.0% |
| Participant deferral / active EE | $22,229 | $6,464+243.9% | $5,628+295.0% | $6,689+232.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |