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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 | $384,197 | $185,312+107.3% | $161,489+137.9% | $154,746+148.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.11% | 103.84%-83.7pp | 89.72%-69.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $31,875 | $4,769+568.4% | $4,268+646.8% | $4,379+627.9% |
| Participant deferral / active EE | $20,927 | $6,350+229.6% | $5,630+271.7% | $6,730+210.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |