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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 | $333,320 | $109,344+204.8% | $89,400+272.8% | $158,950+109.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 29.36% | 345.73%-316.4pp | 245.64%-216.3pp | 302.91%-273.6pp |
| Employer contribution / active EE | $17,550 | $3,170+453.6% | $2,586+578.7% | $4,762+268.5% |
| Participant deferral / active EE | $9,809 | $4,599+113.3% | $3,890+152.1% | $5,983+64.0% |
| Admin fee / account holder | $266 | $6,154-95.7% | $4,882-94.6% | $11,248-97.6% |