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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 | $321,704 | $152,394+111.1% | $124,067+159.3% | $155,188+107.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 19.86% | 34.93%-15.1pp | 31.06%-11.2pp | 148.84%-129.0pp |
| Employer contribution / active EE | $24,529 | $2,398+923.1% | $2,166+1032.7% | $4,248+477.4% |
| Participant deferral / active EE | $9,400 | $3,823+145.9% | $3,463+171.4% | $6,531+43.9% |
| Admin fee / account holder | $0 | $6,949-100.0% | $7,351-100.0% | $14,480-100.0% |