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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 | $262,695 | $208,088+26.2% | $186,193+41.1% | $154,746+69.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.54% | 89.97%-70.4pp | 78.03%-58.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $56,775 | $4,340+1208.2% | $3,918+1349.0% | $4,379+1196.5% |
| Participant deferral / active EE | $29,485 | $7,078+316.6% | $6,513+352.7% | $6,730+338.1% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |