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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 | $370,912 | $165,584+124.0% | $142,942+159.5% | $137,256+170.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 12.12% | 164.22%-152.1pp | 113.70%-101.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $10,631 | $4,725+125.0% | $4,139+156.8% | $4,156+155.8% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |