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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 | $349,967 | $211,224+65.7% | $178,505+96.1% | $145,897+139.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.15% | 30.28%-7.1pp | 27.16%-4.0pp | 552.29%-529.1pp |
| Employer contribution / active EE | $11,707 | $4,577+155.8% | $3,955+196.0% | $4,663+151.1% |
| Participant deferral / active EE | $12,200 | $6,966+75.1% | $6,280+94.3% | $6,689+82.4% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |