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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 | $509,436 | $152,612+233.8% | $125,192+306.9% | $152,897+233.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.60% | 54.85%-35.2pp | 43.79%-24.2pp | 345.43%-325.8pp |
| Employer contribution / active EE | $18,067 | $4,947+265.2% | $3,866+367.3% | $4,764+279.3% |
| Participant deferral / active EE | $16,667 | $5,868+184.0% | $4,937+237.6% | $5,851+184.8% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |