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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 | $288,510 | $115,810+149.1% | $101,271+184.9% | $158,966+81.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.10% | 56.15%-32.1pp | 46.48%-22.4pp | 302.95%-278.9pp |
| Employer contribution / active EE | $9,540 | $4,175+128.5% | $3,660+160.6% | $4,762+100.3% |
| Participant deferral / active EE | $22,950 | $4,958+362.9% | $4,371+425.1% | $5,983+283.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |