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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 | $491,232 | $168,635+191.3% | $147,617+232.8% | $125,389+291.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.67% | 77.65%-77.0pp | 61.98%-61.3pp | 282.24%-281.6pp |
| Employer contribution / active EE | $13,920 | $6,252+122.6% | $5,564+150.2% | $4,866+186.1% |
| Participant deferral / active EE | $19,920 | $5,507+261.7% | $4,895+306.9% | $5,352+272.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |