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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 | $276,394 | $85,171+224.5% | $172,753+60.0% | $72,976+278.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.90% | 27.32%-6.4pp | 803.00%-782.1pp | 81.02%-60.1pp |
| Employer contribution / active EE | $12,242 | $3,324+268.3% | $5,144+138.0% | $2,440+401.7% |
| Participant deferral / active EE | $11,924 | $3,260+265.8% | $5,198+129.4% | $3,608+230.5% |
| Admin fee / account holder | $49 | $5,880-99.2% | $13,956-99.6% | $5,124-99.0% |