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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 | $436,618 | $196,972+121.7% | $182,262+139.6% | $198,609+119.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.01% | 158.27%-137.3pp | 140.60%-119.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $12,125 | $5,364+126.1% | $5,046+140.3% | $5,055+139.8% |
| Participant deferral / active EE | $11,400 | $8,643+31.9% | $8,276+37.7% | $6,977+63.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |