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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 | $407,058 | $106,918+280.7% | $84,021+384.5% | $152,897+166.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 12.89% | 105.01%-92.1pp | 71.32%-58.4pp | 345.43%-332.5pp |
| Employer contribution / active EE | $11,667 | $2,735+326.6% | $1,984+488.1% | $4,764+144.9% |
| Participant deferral / active EE | $16,667 | $4,012+315.4% | $3,239+414.6% | $5,851+184.8% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |