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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 | $360,859 | $202,440+78.3% | $169,390+113.0% | $139,466+158.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 26.22% | 532.36%-506.1pp | 406.07%-379.9pp | 373.66%-347.4pp |
| Employer contribution / active EE | $21,108 | $4,693+349.8% | $4,013+426.1% | $4,754+344.0% |
| Participant deferral / active EE | $22,500 | $6,940+224.2% | $6,222+261.6% | $6,712+235.2% |
| Admin fee / account holder | $71 | $10,722-99.3% | $9,015-99.2% | $11,409-99.4% |