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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 | $258,751 | $101,618+154.6% | $93,063+178.0% | $137,256+88.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.01% | 223.95%-211.9pp | 34.15%-22.1pp | 220.34%-208.3pp |
| Employer contribution / active EE | $29,303 | $2,707+982.4% | $2,476+1083.4% | $4,156+605.1% |
| Participant deferral / active EE | $25,617 | $4,279+498.6% | $3,958+547.2% | $6,407+299.8% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |