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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 | $400,749 | $157,276+154.8% | $141,177+183.9% | $152,885+162.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.96% | 64.33%-43.4pp | 71.40%-50.4pp | 345.39%-324.4pp |
| Employer contribution / active EE | $29,997 | $5,262+470.1% | $4,736+533.4% | $4,763+529.8% |
| Participant deferral / active EE | $19,770 | $7,110+178.0% | $6,710+194.6% | $5,851+237.9% |
| Admin fee / account holder | $4 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |