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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 | $96,491+228.5% | $75,888+317.6% | $152,870+107.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.40% | 33.98%-11.6pp | 30.76%-8.4pp | 345.34%-322.9pp |
| Employer contribution / active EE | $19,900 | $3,310+501.2% | $2,501+695.8% | $4,763+317.8% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $33 | $8,079-99.6% | $5,419-99.4% | $11,597-99.7% |