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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 | $254,060 | $157,276+61.5% | $141,177+80.0% | $152,885+66.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.84% | 64.33%-42.5pp | 71.40%-49.6pp | 345.39%-323.5pp |
| Employer contribution / active EE | $28,970 | $5,262+450.6% | $4,736+511.8% | $4,763+508.2% |
| Participant deferral / active EE | $16,953 | $7,110+138.4% | $6,710+152.7% | $5,851+189.7% |
| Admin fee / account holder | $3 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |