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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 | $264,395 | $117,904+124.2% | $102,457+158.1% | $145,978+81.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.88% | 31.80%-7.9pp | 29.41%-5.5pp | 550.52%-526.6pp |
| Employer contribution / active EE | $20,139 | $3,613+457.4% | $3,022+566.4% | $4,662+332.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $75 | $13,329-99.4% | $9,451-99.2% | $13,400-99.4% |