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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 | $419,368 | $157,276+166.6% | $141,177+197.1% | $152,885+174.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.82% | 64.33%-47.5pp | 71.40%-54.6pp | 345.39%-328.6pp |
| Employer contribution / active EE | $12,164 | $5,262+131.2% | $4,736+156.9% | $4,763+155.4% |
| Participant deferral / active EE | $11,988 | $7,110+68.6% | $6,710+78.7% | $5,851+104.9% |
| Admin fee / account holder | $43 | $12,123-99.6% | $10,263-99.6% | $11,598-99.6% |