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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 | $303,307 | $162,812+86.3% | $133,971+126.4% | $158,966+90.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.38% | 41.94%-29.6pp | 45.09%-32.7pp | 302.95%-290.6pp |
| Employer contribution / active EE | $7,072 | $4,976+42.1% | $3,919+80.5% | $4,762+48.5% |
| Participant deferral / active EE | $19,000 | $5,910+221.5% | $5,047+276.5% | $5,983+217.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |