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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 | $473,742 | $183,539+158.1% | $155,556+204.5% | $145,897+224.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.15% | 61.31%-37.2pp | 64.84%-40.7pp | 552.29%-528.1pp |
| Employer contribution / active EE | $17,036 | $5,315+220.5% | $4,675+264.4% | $4,663+265.4% |
| Participant deferral / active EE | $10,730 | $6,467+65.9% | $5,631+90.6% | $6,689+60.4% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |