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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 | $455,407 | $148,558+206.6% | $135,925+235.0% | $139,427+226.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.67% | 79.22%-65.6pp | 68.25%-54.6pp | 373.27%-359.6pp |
| Employer contribution / active EE | $35,250 | $5,244+572.2% | $4,857+625.8% | $4,752+641.9% |
| Participant deferral / active EE | $15,780 | $8,101+94.8% | $7,759+103.4% | $6,711+135.1% |
| Admin fee / account holder | $20 | $12,401-99.8% | $10,764-99.8% | $11,404-99.8% |