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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 | $320,438 | $77,449+313.7% | $69,483+361.2% | $152,909+109.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.06% | 39.09%-17.0pp | 28.99%-6.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $16,807 | $3,316+406.9% | $2,780+504.6% | $4,764+252.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |