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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 | $385,506 | $114,119+237.8% | $107,187+259.7% | $138,895+177.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.53% | 273.21%-251.7pp | 204.55%-183.0pp | 145.39%-123.9pp |
| Employer contribution / active EE | $23,236 | $4,059+472.5% | $3,782+514.4% | $4,194+454.0% |
| Participant deferral / active EE | $31,917 | $5,538+476.3% | $5,096+526.3% | $6,396+399.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |