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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 | $324,971 | $178,174+82.4% | $156,181+108.1% | $137,256+136.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.67% | 84.19%-62.5pp | 64.87%-43.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $18,750 | $4,972+277.1% | $4,294+336.7% | $4,156+351.2% |
| Participant deferral / active EE | $27,250 | $6,888+295.6% | $6,132+344.4% | $6,407+325.3% |
| Admin fee / account holder | $40 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |