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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 | $460,430 | $171,272+168.8% | $127,803+260.3% | $152,909+201.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 21.25% | 23.54%-2.3pp | 26.14%-4.9pp | 345.46%-324.2pp |
| Employer contribution / active EE | $23,101 | $5,451+323.8% | $4,576+404.9% | $4,764+384.9% |
| Participant deferral / active EE | $17,020 | $7,043+141.6% | $6,023+182.6% | $5,851+190.9% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,601-100.0% |