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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 | $419,668 | $102,638+308.9% | $81,982+411.9% | $158,982+164.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 20.37% | 61.05%-40.7pp | 41.31%-20.9pp | 302.99%-282.6pp |
| Employer contribution / active EE | $17,435 | $3,241+438.0% | $2,498+597.9% | $4,763+266.1% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |