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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 | $484,369 | $100,139+383.7% | $85,187+468.6% | $145,884+232.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.60% | 84.15%-68.5pp | 66.67%-51.1pp | 551.85%-536.2pp |
| Employer contribution / active EE | $22,385 | $3,238+591.3% | $2,732+719.2% | $4,662+380.1% |
| Participant deferral / active EE | $24,287 | $5,296+358.6% | $4,525+436.7% | $6,690+263.1% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |