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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 | $251,955 | $162,812+54.8% | $133,971+88.1% | $158,966+58.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.93% | 41.94%-25.0pp | 45.09%-28.2pp | 302.95%-286.0pp |
| Employer contribution / active EE | $15,768 | $4,976+216.9% | $3,919+302.4% | $4,762+231.1% |
| Participant deferral / active EE | $7,875 | $5,910+33.2% | $5,047+56.0% | $5,983+31.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |