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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 | $273,864 | $115,911+136.3% | $100,530+172.4% | $158,950+72.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.03% | 34.80%-21.8pp | 30.89%-17.9pp | 302.91%-289.9pp |
| Employer contribution / active EE | $7,924 | $4,104+93.1% | $3,418+131.8% | $4,762+66.4% |
| Participant deferral / active EE | $18,460 | $6,676+176.5% | $6,271+194.4% | $5,983+208.6% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |