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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 | $308,885 | $85,766+260.1% | $136,298+126.6% | $70,126+340.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.36% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $13,734 | $2,966+363.0% | $4,696+192.5% | $2,343+486.3% |
| Participant deferral / active EE | $13,441 | $5,051+166.1% | $6,247+115.1% | $3,332+303.4% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |