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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 | $265,445 | $107,363+147.2% | $92,909+185.7% | $152,897+73.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.01% | 145.63%-124.6pp | 109.44%-88.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $33,312 | $4,222+689.0% | $3,653+811.8% | $4,764+599.3% |
| Participant deferral / active EE | $19,000 | $4,848+291.9% | $4,238+348.3% | $5,851+224.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |