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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 | $447,324 | $115,814+286.2% | $101,275+341.7% | $158,982+181.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.10% | 56.16%-45.1pp | 46.48%-35.4pp | 302.99%-291.9pp |
| Employer contribution / active EE | $20,948 | $4,176+401.7% | $3,660+472.3% | $4,763+339.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $160 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |