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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 | $283,109 | $94,749+198.8% | $112,899+150.8% | $139,466+103.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 20.70% | 40.92%-20.2pp | 34.11%-13.4pp | 373.66%-353.0pp |
| Employer contribution / active EE | $19,234 | $4,630+315.4% | $4,566+321.2% | $4,754+304.6% |
| Participant deferral / active EE | $14,423 | $6,517+121.3% | $6,516+121.3% | $6,712+114.9% |
| Admin fee / account holder | $0 | $8,530-100.0% | $7,047-100.0% | $11,409-100.0% |