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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 | $368,924 | $176,786+108.7% | $146,643+151.6% | $167,536+120.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.81% | 24.04%-11.2pp | 22.75%-9.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $30,000 | $5,161+481.3% | $4,137+625.2% | $4,839+520.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $33 | $13,262-99.8% | $10,280-99.7% | $12,315-99.7% |