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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 | $533,199 | $232,540+129.3% | $185,117+188.0% | $147,585+261.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.90% | 43.03%-31.1pp | 40.50%-28.6pp | 578.57%-566.7pp |
| Employer contribution / active EE | $8,738 | $5,195+68.2% | $4,182+109.0% | $4,876+79.2% |
| Participant deferral / active EE | $21,600 | $5,834+270.3% | $5,045+328.1% | $5,439+297.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |