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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 | $277,331 | $85,766+223.4% | $136,298+103.5% | $70,126+295.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 74.34% | 31.46%+42.9pp | 5156.27%-5081.9pp | 73.15%+1.2pp |
| Employer contribution / active EE | $27,453 | $2,966+825.6% | $4,696+484.6% | $2,343+1071.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $293 | $5,421-94.6% | $9,244-96.8% | $4,645-93.7% |