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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 | $299,398 | $117,829+154.1% | $102,423+192.3% | $145,877+105.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.17% | 31.83%-12.7pp | 29.42%-10.3pp | 551.28%-532.1pp |
| Employer contribution / active EE | $36,247 | $3,615+902.8% | $3,023+1099.1% | $4,663+677.3% |
| Participant deferral / active EE | $26,750 | $5,732+366.6% | $5,054+429.3% | $6,691+299.8% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |