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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 | $353,551 | $138,068+156.1% | $125,358+182.0% | $134,493+162.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.27% | 750.30%-749.0pp | 572.03%-570.8pp | 418.01%-416.7pp |
| Employer contribution / active EE | $13,322 | $5,244+154.0% | $4,814+176.7% | $4,740+181.0% |
| Participant deferral / active EE | $13,664 | $7,799+75.2% | $7,447+83.5% | $6,400+113.5% |
| Admin fee / account holder | $192 | $11,568-98.3% | $10,007-98.1% | $11,425-98.3% |