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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 | $270,777 | $166,131+63.0% | $164,975+64.1% | $145,877+85.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.43% | 100.37%-78.9pp | 70.12%-48.7pp | 551.28%-529.9pp |
| Employer contribution / active EE | $15,609 | $5,276+195.9% | $4,343+259.4% | $4,663+234.7% |
| Participant deferral / active EE | $7,974 | $6,962+14.5% | $6,033+32.2% | $6,691+19.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |