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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 | $360,379 | $101,069+256.6% | $81,478+342.3% | $147,585+144.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.24% | 32.40%-17.2pp | 38.78%-23.5pp | 578.57%-563.3pp |
| Employer contribution / active EE | $22,729 | $3,205+609.1% | $2,568+785.2% | $4,876+366.1% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17 | $5,812-99.7% | $4,561-99.6% | $10,885-99.8% |