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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 | $165,399+190.8% | $149,745+221.2% | $158,982+202.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.45% | 348.34%-338.9pp | 276.72%-267.3pp | 302.99%-293.5pp |
| Employer contribution / active EE | $22,690 | $5,105+344.5% | $4,646+388.4% | $4,763+376.4% |
| Participant deferral / active EE | $16,590 | $7,183+131.0% | $6,843+142.4% | $5,983+177.3% |
| Admin fee / account holder | $32 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |