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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 | $337,361 | $70,418+379.1% | $96,570+249.3% | $85,847+293.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 36.41% | 18.59%+17.8pp | 37.79%-1.4pp | 318.61%-282.2pp |
| Employer contribution / active EE | $12,625 | $1,413+793.3% | $2,357+435.6% | $2,565+392.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8 | $4,995-99.8% | $6,182-99.9% | $6,261-99.9% |