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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 | $300,904 | $211,288+42.4% | $178,540+68.5% | $145,884+106.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.37% | 30.27%-14.9pp | 27.15%-11.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $66,322 | $4,574+1350.0% | $3,953+1577.8% | $4,662+1322.5% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |