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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 | $504,271 | $157,304+220.6% | $141,197+257.1% | $152,909+229.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.51% | 64.34%-40.8pp | 71.41%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $17,819 | $5,263+238.6% | $4,736+276.2% | $4,764+274.0% |
| Participant deferral / active EE | $17,052 | $7,111+139.8% | $6,710+154.1% | $5,851+191.4% |
| Admin fee / account holder | $23 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |