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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 | $350,750 | $135,956+158.0% | $123,894+183.1% | $273,972+28.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.53% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $16,667 | $5,170+222.4% | $4,617+261.0% | $4,869+242.3% |
| Participant deferral / active EE | $15,012 | $6,343+136.7% | $5,984+150.9% | $5,287+183.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |