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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 | $451,328 | $211,239+113.7% | $178,528+152.8% | $145,877+209.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.05% | 30.22%-17.2pp | 27.11%-14.1pp | 551.28%-538.2pp |
| Employer contribution / active EE | $30,273 | $4,570+562.4% | $3,950+666.3% | $4,663+549.2% |
| Participant deferral / active EE | $17,650 | $6,963+153.5% | $6,278+181.1% | $6,691+163.8% |
| Admin fee / account holder | $4 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |