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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 | $492,033 | $183,592+168.0% | $155,574+216.3% | $145,877+237.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.93% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,578 | $5,317-32.7% | $4,676-23.5% | $4,663-23.3% |
| Participant deferral / active EE | $20,333 | $6,466+214.5% | $5,629+261.2% | $6,691+203.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |