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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 | $252,479 | $183,627+37.5% | $155,602+62.3% | $145,978+73.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 58.29% | 61.32%-3.0pp | 64.81%-6.5pp | 550.52%-492.2pp |
| Employer contribution / active EE | $1,750 | $5,316-67.1% | $4,675-62.6% | $4,662-62.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |