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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 | $259,317 | $165,939+56.3% | $122,354+111.9% | $147,586+75.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 23.88% | 34.56%-10.7pp | 30.28%-6.4pp | 578.59%-554.7pp |
| Employer contribution / active EE | $19,254 | $5,754+234.6% | $4,051+375.3% | $4,876+294.8% |
| Participant deferral / active EE | $13,846 | $4,005+245.7% | $3,287+321.2% | $5,439+154.6% |
| Admin fee / account holder | $19 | $7,425-99.7% | $5,479-99.7% | $10,886-99.8% |