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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 | $148,629+206.4% | $135,982+234.9% | $139,487+226.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.67% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $35,250 | $5,247+571.9% | $4,859+625.5% | $4,755+641.4% |
| Participant deferral / active EE | $15,780 | $8,102+94.8% | $7,760+103.4% | $6,713+135.1% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |