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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 | $363,058 | $150,346+141.5% | $120,524+201.2% | $145,877+148.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.93% | 154.40%-138.5pp | 107.36%-91.4pp | 551.28%-535.4pp |
| Employer contribution / active EE | $39,005 | $4,353+796.1% | $3,469+1024.4% | $4,663+736.5% |
| Participant deferral / active EE | $30,500 | $6,172+394.1% | $4,994+510.8% | $6,691+355.9% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |