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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 | $478,434 | $211,239+126.5% | $178,528+168.0% | $145,877+228.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.84% | 30.22%-10.4pp | 27.11%-7.3pp | 551.28%-531.4pp |
| Employer contribution / active EE | $22,970 | $4,570+402.6% | $3,950+481.4% | $4,663+392.6% |
| Participant deferral / active EE | $23,000 | $6,963+230.3% | $6,278+266.3% | $6,691+243.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |