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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 | $491,953 | $196,972+149.8% | $182,262+169.9% | $198,609+147.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.50% | 158.27%-143.8pp | 140.60%-126.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $25,688 | $5,364+378.9% | $5,046+409.1% | $5,055+408.1% |
| Participant deferral / active EE | $28,000 | $8,643+224.0% | $8,276+238.3% | $6,977+301.3% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |