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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 | $303,842 | $108,285+180.6% | $77,552+291.8% | $158,982+91.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.10% | 31.69%-16.6pp | 54.82%-39.7pp | 302.99%-287.9pp |
| Employer contribution / active EE | $14,768 | $1,325+1014.6% | $987+1396.8% | $4,763+210.1% |
| Participant deferral / active EE | $13,883 | $2,455+465.4% | $1,861+646.1% | $5,983+132.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |