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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 | $479,726 | $103,038+365.6% | $90,324+431.1% | $152,909+213.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 28.77% | 95.25%-66.5pp | 78.15%-49.4pp | 345.46%-316.7pp |
| Employer contribution / active EE | $24,467 | $3,141+679.0% | $2,856+756.7% | $4,764+413.6% |
| Participant deferral / active EE | $13,530 | $4,282+216.0% | $3,885+248.2% | $5,851+131.2% |
| Admin fee / account holder | $60 | $6,177-99.0% | $5,356-98.9% | $11,601-99.5% |