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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 | $251,887 | $182,442+38.1% | $163,379+54.2% | $138,895+81.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 26.29% | 72.74%-46.4pp | 63.41%-37.1pp | 145.39%-119.1pp |
| Employer contribution / active EE | $77,500 | $4,159+1763.2% | $3,752+1965.4% | $4,194+1747.8% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $35 | $10,396-99.7% | $9,818-99.6% | $12,562-99.7% |