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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 | $302,106 | $178,174+69.6% | $156,181+93.4% | $137,256+120.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.40% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $18,944 | $4,972+281.0% | $4,294+341.2% | $4,156+355.8% |
| Participant deferral / active EE | $20,692 | $6,888+200.4% | $6,132+237.4% | $6,407+223.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |