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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 | $493,918 | $174,379+183.2% | $152,093+224.7% | $138,895+255.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.37% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $35,000 | $4,652+652.4% | $4,175+738.4% | $4,194+734.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |