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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 | $323,267 | $100,203+222.6% | $85,240+279.2% | $145,897+121.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 27.65% | 84.28%-56.6pp | 66.75%-39.1pp | 552.29%-524.6pp |
| Employer contribution / active EE | $22,154 | $3,242+583.4% | $2,735+709.9% | $4,663+375.1% |
| Participant deferral / active EE | $17,757 | $5,299+235.1% | $4,527+292.2% | $6,689+165.4% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |