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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 | $265,747 | $101,618+161.5% | $93,063+185.6% | $137,256+93.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.40% | 223.95%-205.5pp | 34.15%-15.8pp | 220.34%-201.9pp |
| Employer contribution / active EE | $16,011 | $2,707+491.4% | $2,476+546.6% | $4,156+285.3% |
| Participant deferral / active EE | $10,950 | $4,279+155.9% | $3,958+176.7% | $6,407+70.9% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |