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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 | $308,476 | $166,268+85.5% | $165,100+86.8% | $145,897+111.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.52% | 100.52%-81.0pp | 70.21%-50.7pp | 552.29%-532.8pp |
| Employer contribution / active EE | $18,952 | $5,284+258.7% | $4,348+335.9% | $4,663+306.5% |
| Participant deferral / active EE | $18,272 | $6,964+162.4% | $6,035+202.7% | $6,689+173.2% |
| Admin fee / account holder | $10 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |