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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 | $308,571 | $183,539+68.1% | $155,556+98.4% | $145,897+111.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.12% | 61.31%-35.2pp | 64.84%-38.7pp | 552.29%-526.2pp |
| Employer contribution / active EE | $34,270 | $5,315+544.7% | $4,675+633.0% | $4,663+635.0% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,631+261.1% | $6,689+204.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |