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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 | $302,353 | $106,280+184.5% | $96,538+213.2% | $139,487+116.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.48% | 38.48%-23.0pp | 35.74%-20.3pp | 373.84%-358.4pp |
| Employer contribution / active EE | $26,125 | $4,107+536.1% | $3,740+598.5% | $4,755+449.5% |
| Participant deferral / active EE | $19,332 | $5,457+254.3% | $4,880+296.1% | $6,713+188.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |