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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 | $410,358 | $154,159+166.2% | $130,026+215.6% | $139,456+194.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 32.50%-17.3pp | -137.26%+152.5pp | 373.45%-358.2pp |
| Employer contribution / active EE | $11,181 | $5,292+111.3% | $4,321+158.8% | $4,753+135.3% |
| Participant deferral / active EE | $17,100 | $6,710+154.9% | $5,821+193.8% | $6,711+154.8% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |