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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 | $344,342 | $154,209+123.3% | $130,062+164.8% | $139,487+146.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.56% | 32.52%-15.0pp | -137.37%+154.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $23,379 | $5,292+341.7% | $4,322+440.9% | $4,755+391.7% |
| Participant deferral / active EE | $16,980 | $6,709+153.1% | $5,821+191.7% | $6,713+153.0% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |