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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 | $645,977 | $114,013+466.6% | $103,693+523.0% | $155,188+316.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.80% | 49.31%-36.5pp | 47.61%-34.8pp | 148.84%-136.0pp |
| Employer contribution / active EE | $18,132 | $3,131+479.1% | $2,920+520.9% | $4,248+326.9% |
| Participant deferral / active EE | $31,000 | $4,970+523.8% | $4,579+577.0% | $6,531+374.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |