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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 | $477,709 | $106,247+349.6% | $96,515+395.0% | $139,466+242.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.09% | 38.47%-13.4pp | 35.73%-10.6pp | 373.66%-348.6pp |
| Employer contribution / active EE | $21,712 | $4,106+428.8% | $3,740+480.6% | $4,754+356.7% |
| Participant deferral / active EE | $10,874 | $5,456+99.3% | $4,880+122.8% | $6,712+62.0% |
| Admin fee / account holder | $27 | $7,885-99.7% | $6,735-99.6% | $11,409-99.8% |