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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 | $399,125 | $176,402+126.3% | $134,162+197.5% | $158,982+151.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.88% | 63.66%-48.8pp | 36.35%-21.5pp | 302.99%-288.1pp |
| Employer contribution / active EE | $17,707 | $5,042+251.2% | $3,705+377.9% | $4,763+271.8% |
| Participant deferral / active EE | $10,400 | $4,093+154.1% | $3,500+197.2% | $5,983+73.8% |
| Admin fee / account holder | $1 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |