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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 | $767,207 | $157,296+387.7% | $141,191+443.4% | $152,897+401.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.79% | 64.34%-49.5pp | 71.41%-56.6pp | 345.43%-330.6pp |
| Employer contribution / active EE | $37,000 | $5,262+603.1% | $4,736+681.3% | $4,764+676.7% |
| Participant deferral / active EE | $21,000 | $7,111+195.3% | $6,710+213.0% | $5,851+258.9% |
| Admin fee / account holder | $50 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |