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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 | $369,329 | $157,304+134.8% | $141,197+161.6% | $152,909+141.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.74% | 64.34%-37.6pp | 71.41%-44.7pp | 345.46%-318.7pp |
| Employer contribution / active EE | $20,942 | $5,263+298.0% | $4,736+342.2% | $4,764+339.6% |
| Participant deferral / active EE | $13,826 | $7,111+94.4% | $6,710+106.0% | $5,851+136.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |