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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 | $312,353 | $180,749+72.8% | $160,784+94.3% | $137,256+127.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.13% | 2234.46%-2213.3pp | 1803.92%-1782.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $27,834 | $4,155+569.9% | $3,733+645.7% | $4,156+569.7% |
| Participant deferral / active EE | $18,399 | $6,844+168.8% | $6,293+192.4% | $6,407+187.2% |
| Admin fee / account holder | $215 | $10,397-97.9% | $9,717-97.8% | $12,270-98.2% |