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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 | $350,313 | $103,038+240.0% | $90,324+287.8% | $152,909+129.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.63% | 95.25%-78.6pp | 78.15%-61.5pp | 345.46%-328.8pp |
| Employer contribution / active EE | $30,417 | $3,141+868.5% | $2,856+965.1% | $4,764+538.5% |
| Participant deferral / active EE | $23,000 | $4,282+437.1% | $3,885+492.0% | $5,851+293.1% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |