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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 | $294,462 | $148,623+98.1% | $135,974+116.6% | $139,466+111.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.92% | 79.30%-53.4pp | 68.30%-42.4pp | 373.66%-347.7pp |
| Employer contribution / active EE | $9,344 | $5,246+78.1% | $4,859+92.3% | $4,754+96.6% |
| Participant deferral / active EE | $32,034 | $8,103+295.3% | $7,760+312.8% | $6,712+377.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |