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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 | $388,879 | $106,280+265.9% | $96,538+302.8% | $139,487+178.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.47% | 38.48%-27.0pp | 35.74%-24.3pp | 373.84%-362.4pp |
| Employer contribution / active EE | $13,333 | $4,107+224.6% | $3,740+256.5% | $4,755+180.4% |
| Participant deferral / active EE | $20,000 | $5,457+266.5% | $4,880+309.8% | $6,713+197.9% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |