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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 | $623,245 | $124,330+401.3% | $109,173+470.9% | $167,536+272.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.13% | 26.04%-13.9pp | 25.75%-13.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $24,861 | $4,209+490.6% | $3,723+567.8% | $4,839+413.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |