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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 | $365,272 | $183,539+99.0% | $155,556+134.8% | $145,897+150.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.27% | 61.31%-38.0pp | 64.84%-41.6pp | 552.29%-529.0pp |
| Employer contribution / active EE | $43,325 | $5,315+715.1% | $4,675+826.6% | $4,663+829.2% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,631+308.5% | $6,689+243.8% |
| Admin fee / account holder | $6 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |