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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 | $208,088+21.0% | $186,193+35.3% | $154,746+62.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 26.29% | 89.97%-63.7pp | 78.03%-51.7pp | 172.34%-146.1pp |
| Employer contribution / active EE | $77,500 | $4,340+1685.8% | $3,918+1878.0% | $4,379+1669.8% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $35 | $11,698-99.7% | $11,058-99.7% | $14,365-99.8% |