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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 | $295,341 | $157,276+87.8% | $141,177+109.2% | $152,885+93.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 38.99% | 64.33%-25.3pp | 71.40%-32.4pp | 345.39%-306.4pp |
| Employer contribution / active EE | $15,544 | $5,262+195.4% | $4,736+228.2% | $4,763+226.3% |
| Participant deferral / active EE | $8,333 | $7,110+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |