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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 | $413,963 | $141,004+193.6% | $112,273+268.7% | $139,466+196.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.54% | 32.75%-15.2pp | 30.23%-12.7pp | 373.66%-356.1pp |
| Employer contribution / active EE | $35,517 | $4,285+728.9% | $3,431+935.1% | $4,754+647.1% |
| Participant deferral / active EE | $27,500 | $5,878+367.9% | $4,800+472.9% | $6,712+309.7% |
| Admin fee / account holder | $101 | $9,959-99.0% | $7,752-98.7% | $11,409-99.1% |