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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 | $429,500 | $162,821+163.8% | $133,978+220.6% | $158,982+170.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 31.19% | 41.95%-10.8pp | 45.10%-13.9pp | 302.99%-271.8pp |
| Employer contribution / active EE | $40,000 | $4,976+703.8% | $3,919+920.7% | $4,763+739.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |