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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 | $452,562 | $162,136+179.1% | $152,301+197.1% | $154,746+192.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.35% | 91.02%-73.7pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $25,000 | $4,890+411.2% | $4,624+440.6% | $4,379+470.9% |
| Participant deferral / active EE | $10,000 | $8,341+19.9% | $8,004+24.9% | $6,730+48.6% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |