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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 | $296,941 | $211,239+40.6% | $178,528+66.3% | $145,877+103.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.16% | 30.22%-18.1pp | 27.11%-15.0pp | 551.28%-539.1pp |
| Employer contribution / active EE | $14,375 | $4,570+214.5% | $3,950+263.9% | $4,663+208.3% |
| Participant deferral / active EE | $16,506 | $6,963+137.1% | $6,278+162.9% | $6,691+146.7% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |