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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 | $480,942 | $165,361+190.8% | $149,715+221.2% | $158,950+202.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.45% | 348.24%-338.8pp | 276.66%-267.2pp | 302.91%-293.5pp |
| Employer contribution / active EE | $22,690 | $5,103+344.6% | $4,645+388.5% | $4,762+376.5% |
| Participant deferral / active EE | $16,590 | $7,182+131.0% | $6,842+142.5% | $5,983+177.3% |
| Admin fee / account holder | $32 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |