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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 | $382,107 | $124,425+207.1% | $112,040+241.0% | $137,256+178.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 93.74% | 24.72%+69.0pp | 24.52%+69.2pp | 220.34%-126.6pp |
| Employer contribution / active EE | $70,000 | $3,411+1952.0% | $2,954+2269.7% | $4,156+1584.3% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |