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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 | $274,850 | $148,582+85.0% | $135,942+102.2% | $139,456+97.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.25% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $27,746 | $5,245+429.0% | $4,858+471.2% | $4,753+483.8% |
| Participant deferral / active EE | $23,025 | $8,101+184.2% | $7,759+196.8% | $6,711+243.1% |
| Admin fee / account holder | $20 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |