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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 | $281,161 | $100,203+180.6% | $85,240+229.8% | $145,897+92.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.70% | 84.28%-75.6pp | 66.75%-58.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $32,371 | $3,242+898.5% | $2,735+1083.4% | $4,663+594.3% |
| Participant deferral / active EE | $30,500 | $5,299+475.6% | $4,527+573.7% | $6,689+356.0% |
| Admin fee / account holder | $20 | $7,265-99.7% | $6,165-99.7% | $13,390-99.9% |