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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 | $318,375 | $172,111+85.0% | $150,298+111.8% | $137,256+132.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.80% | 69.37%-43.6pp | 62.79%-37.0pp | 220.34%-194.5pp |
| Employer contribution / active EE | $40,365 | $4,636+770.6% | $4,154+871.7% | $4,156+871.2% |
| Participant deferral / active EE | $23,500 | $6,166+281.1% | $5,453+331.0% | $6,407+266.8% |
| Admin fee / account holder | $40 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |