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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 | $272,307 | $211,288+28.9% | $178,540+52.5% | $145,884+86.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.90% | 30.27%-15.4pp | 27.15%-12.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $17,125 | $4,574+274.4% | $3,953+333.2% | $4,662+267.3% |
| Participant deferral / active EE | $15,250 | $6,967+118.9% | $6,281+142.8% | $6,690+128.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |