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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 | $306,368 | $152,612+100.7% | $125,192+144.7% | $152,897+100.4% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 14.45% | 54.85%-40.4pp | 43.79%-29.3pp | 345.43%-331.0pp |
| Employer contribution / active EE | $10,893 | $4,947+120.2% | $3,866+181.8% | $4,764+128.7% |
| Participant deferral / active EE | $12,614 | $5,868+114.9% | $4,937+155.5% | $5,851+115.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |