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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 | $380,907 | $114,013+234.1% | $103,693+267.3% | $155,188+145.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.78% | 49.31%-32.5pp | 47.61%-30.8pp | 148.84%-132.1pp |
| Employer contribution / active EE | $26,543 | $3,131+747.7% | $2,920+808.9% | $4,248+524.9% |
| Participant deferral / active EE | $16,950 | $4,970+241.1% | $4,579+270.1% | $6,531+159.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |