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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 | $625,041 | $160,070+290.5% | $147,117+324.9% | $145,897+328.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.74% | 98.69%-77.0pp | 420.54%-398.8pp | 552.29%-530.6pp |
| Employer contribution / active EE | $27,150 | $5,285+413.8% | $4,932+450.4% | $4,663+482.3% |
| Participant deferral / active EE | $23,000 | $8,419+173.2% | $8,065+185.2% | $6,689+243.8% |
| Admin fee / account holder | $115 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |