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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 | $183,592+99.0% | $155,574+134.8% | $145,877+150.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.27% | 61.37%-38.1pp | 64.87%-41.6pp | 551.28%-528.0pp |
| Employer contribution / active EE | $43,325 | $5,317+714.9% | $4,676+826.6% | $4,663+829.1% |
| Participant deferral / active EE | $23,000 | $6,466+255.7% | $5,629+308.6% | $6,691+243.8% |
| Admin fee / account holder | $6 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |