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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 | $313,221 | $149,679+109.3% | $117,039+167.6% | $147,586+112.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 22.15% | 19.31%+2.8pp | 18.95%+3.2pp | 578.59%-556.4pp |
| Employer contribution / active EE | $36,000 | $4,937+629.2% | $3,785+851.2% | $4,876+638.3% |
| Participant deferral / active EE | $24,000 | $4,912+388.6% | $3,929+510.8% | $5,439+341.3% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |