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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 | $810,329 | $166,268+387.4% | $165,100+390.8% | $145,897+455.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.60% | 100.52%-87.9pp | 70.21%-57.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $22,399 | $5,284+323.9% | $4,348+415.1% | $4,663+380.4% |
| Participant deferral / active EE | $17,267 | $6,964+147.9% | $6,035+186.1% | $6,689+158.1% |
| Admin fee / account holder | $128 | $16,659-99.2% | $12,696-99.0% | $13,390-99.0% |