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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 | $356,096 | $148,623+139.6% | $135,974+161.9% | $139,466+155.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.57% | 79.30%-57.7pp | 68.30%-46.7pp | 373.66%-352.1pp |
| Employer contribution / active EE | $20,871 | $5,246+297.8% | $4,859+329.5% | $4,754+339.0% |
| Participant deferral / active EE | $37,040 | $8,103+357.1% | $7,760+377.3% | $6,712+451.9% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |