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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 | $504,293 | $103,000+389.6% | $90,300+458.5% | $152,885+229.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.64% | 95.19%-71.6pp | 78.11%-54.5pp | 345.39%-321.7pp |
| Employer contribution / active EE | $25,708 | $3,138+719.1% | $2,854+800.7% | $4,763+439.7% |
| Participant deferral / active EE | $13,826 | $4,281+223.0% | $3,884+255.9% | $5,851+136.3% |
| Admin fee / account holder | $30 | $6,173-99.5% | $5,353-99.4% | $11,598-99.7% |