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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 | $310,412 | $97,125+219.6% | $86,233+260.0% | $137,256+126.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.75% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $22,667 | $2,841+697.8% | $2,504+805.1% | $4,156+445.4% |
| Participant deferral / active EE | $4,200 | $5,180-18.9% | $4,559-7.9% | $6,407-34.4% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |