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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 | $331,000 | $148,623+122.7% | $135,974+143.4% | $139,466+137.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.37% | 79.30%-59.9pp | 68.30%-48.9pp | 373.66%-354.3pp |
| Employer contribution / active EE | $25,058 | $5,246+377.6% | $4,859+415.7% | $4,754+427.1% |
| Participant deferral / active EE | $21,609 | $8,103+166.7% | $7,760+178.5% | $6,712+221.9% |
| Admin fee / account holder | $3 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |