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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 | $325,424 | $69,274+369.8% | $64,097+407.7% | $139,487+133.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.42% | 46.00%-27.6pp | 33.75%-15.3pp | 373.84%-355.4pp |
| Employer contribution / active EE | $18,492 | $3,187+480.2% | $2,750+572.4% | $4,755+288.9% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |