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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 | $437,031 | $155,555+180.9% | $146,866+197.6% | $155,188+181.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.63% | 115.41%-97.8pp | 102.85%-85.2pp | 148.84%-131.2pp |
| Employer contribution / active EE | $9,604 | $4,647+106.7% | $4,425+117.1% | $4,248+126.1% |
| Participant deferral / active EE | $20,930 | $8,044+160.2% | $7,759+169.7% | $6,531+220.5% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |