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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 | $282,591 | $157,296+79.7% | $141,191+100.1% | $152,897+84.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.26% | 64.34%-47.1pp | 71.41%-54.1pp | 345.43%-328.2pp |
| Employer contribution / active EE | $29,950 | $5,262+469.1% | $4,736+532.4% | $4,764+528.7% |
| Participant deferral / active EE | $10,975 | $7,111+54.3% | $6,710+63.6% | $5,851+87.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |