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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 | $380,864 | $106,918+256.2% | $84,021+353.3% | $152,897+149.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 38.84% | 105.01%-66.2pp | 71.32%-32.5pp | 345.43%-306.6pp |
| Employer contribution / active EE | $21,667 | $2,735+692.2% | $1,984+992.2% | $4,764+354.8% |
| Participant deferral / active EE | $22,996 | $4,012+473.1% | $3,239+610.0% | $5,851+293.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |