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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 | $407,557 | $100,901+303.9% | $75,670+438.6% | $147,585+176.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 25.04% | 35.78%-10.7pp | 27.34%-2.3pp | 578.57%-553.5pp |
| Employer contribution / active EE | $4,215 | $3,253+29.6% | $2,352+79.2% | $4,876-13.6% |
| Participant deferral / active EE | $1,500 | $4,027-62.8% | $3,142-52.3% | $5,439-72.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |