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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 | $476,230 | $115,810+311.2% | $101,271+370.3% | $158,966+199.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 12.28% | 56.15%-43.9pp | 46.48%-34.2pp | 302.95%-290.7pp |
| Employer contribution / active EE | $33,828 | $4,175+710.2% | $3,660+824.2% | $4,762+610.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |