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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 | $273,955 | $154,193+77.7% | $130,045+110.7% | $139,466+96.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.61% | 32.51%-15.9pp | -137.30%+153.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $34,768 | $5,292+557.0% | $4,321+704.6% | $4,754+631.4% |
| Participant deferral / active EE | $6,000 | $6,709-10.6% | $5,820+3.1% | $6,712-10.6% |
| Admin fee / account holder | $17 | $13,989-99.9% | $10,600-99.8% | $11,409-99.9% |