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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 | $284,898 | $115,911+145.8% | $100,530+183.4% | $158,950+79.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.63% | 34.80%-13.2pp | 30.89%-9.3pp | 302.91%-281.3pp |
| Employer contribution / active EE | $26,096 | $4,104+535.9% | $3,418+663.5% | $4,762+448.0% |
| Participant deferral / active EE | $17,868 | $6,676+167.6% | $6,271+184.9% | $5,983+198.7% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |