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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 | $323,641 | $134,817+140.1% | $123,973+161.1% | $155,188+108.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.36% | 515.49%-502.1pp | 388.13%-374.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $25,133 | $4,425+468.0% | $4,126+509.2% | $4,248+491.7% |
| Participant deferral / active EE | $15,667 | $5,706+174.5% | $5,247+198.6% | $6,531+139.9% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |