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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% | $155,574+159.4% | $145,877+176.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.55% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $9,041 | $5,317+70.0% | $4,676+93.3% | $4,663+93.9% |
| Participant deferral / active EE | $22,229 | $6,466+243.8% | $5,629+294.9% | $6,691+232.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |