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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 | $288,284 | $162,812+77.1% | $133,971+115.2% | $158,966+81.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.74% | 41.94%-25.2pp | 45.09%-28.4pp | 302.95%-286.2pp |
| Employer contribution / active EE | $9,237 | $4,976+85.6% | $3,919+135.7% | $4,762+93.9% |
| Participant deferral / active EE | $19,500 | $5,910+229.9% | $5,047+286.4% | $5,983+225.9% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |