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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 | $258,496 | $98,766+161.7% | $149,730+72.6% | $79,852+223.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.82% | 27.43%-8.6pp | 276.70%-257.9pp | 31.72%-12.9pp |
| Employer contribution / active EE | $23,928 | $3,217+643.8% | $4,645+415.1% | $2,471+868.3% |
| Participant deferral / active EE | $14,442 | $5,681+154.2% | $6,843+111.1% | $3,740+286.1% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |