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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 | $261,635 | $157,304+66.3% | $141,197+85.3% | $152,909+71.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.37% | 64.34%-38.0pp | 71.41%-45.0pp | 345.46%-319.1pp |
| Employer contribution / active EE | $12,130 | $5,263+130.5% | $4,736+156.1% | $4,764+154.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |