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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 | $253,247 | $183,539+38.0% | $155,556+62.8% | $145,897+73.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.92% | 61.31%-46.4pp | 64.84%-49.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $21,882 | $5,315+311.7% | $4,675+368.0% | $4,663+369.3% |
| Participant deferral / active EE | $13,905 | $6,467+115.0% | $5,631+147.0% | $6,689+107.9% |
| Admin fee / account holder | $62 | $19,275-99.7% | $15,885-99.6% | $13,390-99.5% |