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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 | $446,572 | $103,000+333.6% | $90,300+394.5% | $152,885+192.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.21% | 95.19%-84.0pp | 78.11%-66.9pp | 345.39%-334.2pp |
| Employer contribution / active EE | $6,636 | $3,138+111.4% | $2,854+132.5% | $4,763+39.3% |
| Participant deferral / active EE | $22,439 | $4,281+424.2% | $3,884+477.7% | $5,851+283.5% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |