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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 | $367,304 | $148,629+147.1% | $135,982+170.1% | $139,487+163.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.28% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.6pp |
| Employer contribution / active EE | $16,533 | $5,247+215.1% | $4,859+240.2% | $4,755+247.7% |
| Participant deferral / active EE | $24,098 | $8,102+197.4% | $7,760+210.5% | $6,713+259.0% |
| Admin fee / account holder | $40 | $12,406-99.7% | $10,767-99.6% | $11,407-99.6% |