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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 | $472,221 | $211,224+123.6% | $178,505+164.5% | $145,897+223.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.69% | 30.28%-21.6pp | 27.16%-18.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $36,250 | $4,577+692.1% | $3,955+816.5% | $4,663+677.5% |
| Participant deferral / active EE | $25,000 | $6,966+258.9% | $6,280+298.1% | $6,689+273.7% |
| Admin fee / account holder | $20 | $12,109-99.8% | $10,428-99.8% | $13,390-99.9% |