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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 | $211,239+65.7% | $178,528+96.0% | $145,877+139.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.15% | 30.22%-7.1pp | 27.11%-4.0pp | 551.28%-528.1pp |
| Employer contribution / active EE | $11,707 | $4,570+156.2% | $3,950+196.3% | $4,663+151.1% |
| Participant deferral / active EE | $12,200 | $6,963+75.2% | $6,278+94.3% | $6,691+82.3% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |