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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 | $522,421 | $125,778+315.4% | $114,563+356.0% | $154,746+237.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 27.33% | 295.14%-267.8pp | 241.09%-213.8pp | 172.34%-145.0pp |
| Employer contribution / active EE | $21,057 | $2,806+650.5% | $2,592+712.4% | $4,379+380.9% |
| Participant deferral / active EE | $18,167 | $4,445+308.7% | $4,142+338.6% | $6,730+169.9% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |