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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 | $260,384 | $154,193+68.9% | $130,045+100.2% | $139,466+86.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.81% | 32.51%-17.7pp | -137.30%+152.1pp | 373.66%-358.9pp |
| Employer contribution / active EE | $25,522 | $5,292+382.3% | $4,321+490.6% | $4,754+436.9% |
| Participant deferral / active EE | $16,063 | $6,709+139.4% | $5,820+176.0% | $6,712+139.3% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |