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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 | $270,843 | $103,393+162.0% | $87,103+210.9% | $152,909+77.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.81% | 28.10%-2.3pp | 28.19%-2.4pp | 345.46%-319.7pp |
| Employer contribution / active EE | $13,636 | $3,221+323.3% | $2,521+440.8% | $4,764+186.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $45 | $12,195-99.6% | $7,491-99.4% | $11,601-99.6% |