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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 | $312,419 | $183,592+70.2% | $155,567+100.8% | $145,959+114.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.76% | 61.24%-43.5pp | 64.74%-47.0pp | 561.95%-544.2pp |
| Employer contribution / active EE | $45,800 | $5,315+761.8% | $4,674+879.9% | $4,661+882.7% |
| Participant deferral / active EE | $23,000 | $6,464+255.8% | $5,628+308.7% | $6,689+243.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |