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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 | $442,460 | $91,037+386.0% | $71,671+517.3% | $147,586+199.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.16% | 20.48%-6.3pp | 20.65%-6.5pp | 578.59%-564.4pp |
| Employer contribution / active EE | $21,568 | $3,327+548.2% | $2,460+776.8% | $4,876+342.3% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |