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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 | $99,921+223.5% | $85,009+280.3% | $145,959+121.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 27.65% | 83.89%-56.2pp | 66.47%-38.8pp | 561.95%-534.3pp |
| Employer contribution / active EE | $22,154 | $3,233+585.3% | $2,728+712.0% | $4,661+375.3% |
| Participant deferral / active EE | $17,757 | $5,293+235.5% | $4,522+292.7% | $6,689+165.5% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |