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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 | $625,415 | $157,276+297.7% | $141,177+343.0% | $152,885+309.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.60% | 64.33%-43.7pp | 71.40%-50.8pp | 345.39%-324.8pp |
| Employer contribution / active EE | $25,967 | $5,262+393.5% | $4,736+448.3% | $4,763+445.2% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33 | $12,123-99.7% | $10,263-99.7% | $11,598-99.7% |