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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 | $454,010 | $162,785+178.9% | $133,959+238.9% | $158,950+185.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.60% | 41.94%-22.3pp | 45.09%-25.5pp | 302.91%-283.3pp |
| Employer contribution / active EE | $31,203 | $4,975+527.1% | $3,919+696.3% | $4,762+555.3% |
| Participant deferral / active EE | $19,500 | $5,910+229.9% | $5,047+286.3% | $5,983+225.9% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |