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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 | $409,887 | $227,399+80.3% | $189,758+116.0% | $198,609+106.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.37% | 61.03%-40.7pp | 52.62%-32.3pp | 202.70%-182.3pp |
| Employer contribution / active EE | $26,500 | $5,526+379.5% | $4,767+456.0% | $5,055+424.2% |
| Participant deferral / active EE | $15,950 | $6,837+133.3% | $5,856+172.4% | $6,977+128.6% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |