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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 | $382,554 | $232,540+64.5% | $185,117+106.7% | $147,586+159.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.14% | 43.03%-26.9pp | 40.50%-24.4pp | 578.59%-562.5pp |
| Employer contribution / active EE | $18,208 | $5,195+250.5% | $4,182+335.4% | $4,876+273.4% |
| Participant deferral / active EE | $13,314 | $5,834+128.2% | $5,045+163.9% | $5,439+144.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |