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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 | $279,048 | $98,240+184.0% | $82,312+239.0% | $147,586+89.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.56% | 30.85%-15.3pp | 25.88%-10.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $11,226 | $3,192+251.7% | $2,428+362.3% | $4,876+130.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |