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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 | $584,792 | $167,415+249.3% | $140,514+316.2% | $198,609+194.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 22.88% | 13.85%+9.0pp | 14.36%+8.5pp | 202.70%-179.8pp |
| Employer contribution / active EE | $24,200 | $4,088+492.0% | $3,378+616.3% | $5,055+378.7% |
| Participant deferral / active EE | $15,500 | $5,579+177.8% | $4,919+215.1% | $6,977+122.2% |
| Admin fee / account holder | $10 | $16,730-99.9% | $13,697-99.9% | $19,030-99.9% |