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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 | $304,951 | $100,060+204.8% | $149,721+103.7% | $70,126+334.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 31.09% | 27.46%+3.6pp | 1501.67%-1470.6pp | 73.15%-42.1pp |
| Employer contribution / active EE | $16,496 | $3,661+350.6% | $5,444+203.0% | $2,343+604.2% |
| Participant deferral / active EE | $18,508 | $4,982+271.5% | $6,568+181.8% | $3,332+455.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |