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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 | $442,636 | $131,835+235.8% | $108,582+307.7% | $273,972+61.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 16.41% | -91.57%+108.0pp | -51.70%+68.1pp | 41.46%-25.0pp |
| Employer contribution / active EE | $20,475 | $4,913+316.8% | $3,758+444.8% | $4,869+320.5% |
| Participant deferral / active EE | $10,380 | $5,127+102.4% | $4,311+140.8% | $5,287+96.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |