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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 | $269,449 | $165,381+62.9% | $149,730+80.0% | $158,966+69.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.55% | 348.29%-329.7pp | 276.70%-258.1pp | 302.95%-284.4pp |
| Employer contribution / active EE | $25,280 | $5,104+395.3% | $4,645+444.2% | $4,762+430.8% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,843+280.0% | $5,983+334.6% |
| Admin fee / account holder | $60 | $10,809-99.4% | $9,310-99.4% | $11,250-99.5% |