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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 | $296,254 | $165,939+78.5% | $122,354+142.1% | $147,586+100.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.00% | 34.56%-16.6pp | 30.28%-12.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $16,753 | $5,754+191.1% | $4,051+313.6% | $4,876+243.6% |
| Participant deferral / active EE | $5,625 | $4,005+40.4% | $3,287+71.1% | $5,439+3.4% |
| Admin fee / account holder | $34 | $7,425-99.5% | $5,479-99.4% | $10,886-99.7% |