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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 | $401,525 | $178,174+125.4% | $156,181+157.1% | $137,256+192.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.11% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $27,728 | $4,972+457.7% | $4,294+545.8% | $4,156+567.2% |
| Participant deferral / active EE | $17,938 | $6,888+160.4% | $6,132+192.5% | $6,407+180.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |