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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 | $134,817+185.9% | $123,973+211.0% | $155,188+148.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 21.53% | 515.49%-494.0pp | 388.13%-366.6pp | 148.84%-127.3pp |
| Employer contribution / active EE | $23,236 | $4,425+425.1% | $4,126+463.2% | $4,248+447.0% |
| Participant deferral / active EE | $31,917 | $5,706+459.3% | $5,247+508.3% | $6,531+388.7% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |