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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 | $473,897 | $172,111+175.3% | $150,298+215.3% | $137,256+245.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.70% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $29,000 | $4,636+525.5% | $4,154+598.1% | $4,156+597.8% |
| Participant deferral / active EE | $21,500 | $6,166+248.7% | $5,453+294.3% | $6,407+235.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |