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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 | $332,737 | $94,749+251.2% | $112,899+194.7% | $139,466+138.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 29.49% | 40.92%-11.4pp | 34.11%-4.6pp | 373.66%-344.2pp |
| Employer contribution / active EE | $13,965 | $4,630+201.6% | $4,566+205.8% | $4,754+193.8% |
| Participant deferral / active EE | $25,000 | $6,517+283.6% | $6,516+283.7% | $6,712+272.5% |
| Admin fee / account holder | $0 | $8,530-100.0% | $7,047-100.0% | $11,409-100.0% |