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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 | $357,958 | $157,276+127.6% | $141,177+153.6% | $152,885+134.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.23% | 64.33%-44.1pp | 71.40%-51.2pp | 345.39%-325.2pp |
| Employer contribution / active EE | $13,589 | $5,262+158.3% | $4,736+187.0% | $4,763+185.3% |
| Participant deferral / active EE | $15,004 | $7,110+111.0% | $6,710+123.6% | $5,851+156.4% |
| Admin fee / account holder | $13 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |