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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 | $99,995+181.2% | $85,063+230.5% | $145,978+92.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.70% | 83.99%-75.3pp | 66.54%-57.8pp | 550.52%-541.8pp |
| Employer contribution / active EE | $32,371 | $3,231+901.8% | $2,727+1087.0% | $4,662+594.4% |
| Participant deferral / active EE | $30,500 | $5,295+476.0% | $4,523+574.4% | $6,690+355.9% |
| Admin fee / account holder | $20 | $7,255-99.7% | $6,155-99.7% | $13,400-99.9% |