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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 | $344,674 | $166,268+107.3% | $165,100+108.8% | $145,897+136.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.55% | 100.52%-89.0pp | 70.21%-58.7pp | 552.29%-540.7pp |
| Employer contribution / active EE | $12,736 | $5,284+141.0% | $4,348+192.9% | $4,663+173.2% |
| Participant deferral / active EE | $14,913 | $6,964+114.1% | $6,035+147.1% | $6,689+122.9% |
| Admin fee / account holder | $5 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |