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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 | $316,933 | $96,524+228.3% | $75,900+317.6% | $152,909+107.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 22.40% | 33.93%-11.5pp | 30.73%-8.3pp | 345.46%-323.1pp |
| Employer contribution / active EE | $19,900 | $3,311+501.1% | $2,501+695.6% | $4,764+317.7% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33 | $8,082-99.6% | $5,421-99.4% | $11,601-99.7% |