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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 | $304,357 | $167,323+81.9% | $143,770+111.7% | $134,493+126.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 36.06% | 0.47%+35.6pp | -0.04%+36.1pp | 418.01%-382.0pp |
| Employer contribution / active EE | $13,252 | $5,619+135.8% | $4,951+167.6% | $4,740+179.6% |
| Participant deferral / active EE | $21,513 | $6,446+233.7% | $5,638+281.6% | $6,400+236.1% |
| Admin fee / account holder | $101 | $18,088-99.4% | $14,673-99.3% | $11,425-99.1% |