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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 | $298,904 | $166,131+79.9% | $164,975+81.2% | $145,877+104.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.45% | 100.37%-87.9pp | 70.12%-57.7pp | 551.28%-538.8pp |
| Employer contribution / active EE | $9,971 | $5,276+89.0% | $4,343+129.6% | $4,663+113.8% |
| Participant deferral / active EE | $25,500 | $6,962+266.3% | $6,033+322.6% | $6,691+281.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |