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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 | $430,510 | $148,558+189.8% | $135,925+216.7% | $139,427+208.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.45% | 79.22%-62.8pp | 68.25%-51.8pp | 373.27%-356.8pp |
| Employer contribution / active EE | $30,660 | $5,244+484.7% | $4,857+531.3% | $4,752+545.3% |
| Participant deferral / active EE | $19,125 | $8,101+136.1% | $7,759+146.5% | $6,711+185.0% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |