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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 | $253,362 | $101,618+149.3% | $93,063+172.2% | $137,256+84.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 10.61% | 223.95%-213.3pp | 34.15%-23.5pp | 220.34%-209.7pp |
| Employer contribution / active EE | $14,282 | $2,707+427.6% | $2,476+476.8% | $4,156+243.6% |
| Participant deferral / active EE | $14,208 | $4,279+232.0% | $3,958+259.0% | $6,407+121.8% |
| Admin fee / account holder | $116 | $6,198-98.1% | $6,033-98.1% | $12,270-99.1% |