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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 | $329,836 | $176,402+87.0% | $134,162+145.8% | $158,982+107.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.11% | 63.66%-46.5pp | 36.35%-19.2pp | 302.99%-285.9pp |
| Employer contribution / active EE | $21,563 | $5,042+327.6% | $3,705+482.0% | $4,763+352.7% |
| Participant deferral / active EE | $13,650 | $4,093+233.5% | $3,500+290.0% | $5,983+128.1% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |