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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 | $426,835 | $129,737+229.0% | $119,126+258.3% | $154,746+175.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.54% | 379.08%-358.5pp | 282.11%-261.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $22,741 | $4,375+419.8% | $4,034+463.8% | $4,379+419.3% |
| Participant deferral / active EE | $13,614 | $5,842+133.0% | $5,318+156.0% | $6,730+102.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |