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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 | $556,696 | $196,972+182.6% | $182,262+205.4% | $198,609+180.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.23% | 158.27%-148.0pp | 140.60%-130.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $31,000 | $5,364+478.0% | $5,046+514.4% | $5,055+513.2% |
| Participant deferral / active EE | $27,795 | $8,643+221.6% | $8,276+235.8% | $6,977+298.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |