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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 | $350,355 | $109,372+220.3% | $89,414+291.8% | $158,966+120.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.18% | 345.55%-324.4pp | 245.50%-224.3pp | 302.95%-281.8pp |
| Employer contribution / active EE | $37,091 | $3,171+1069.5% | $2,586+1334.1% | $4,762+678.8% |
| Participant deferral / active EE | $17,911 | $4,598+289.5% | $3,890+360.5% | $5,983+199.4% |
| Admin fee / account holder | $60 | $6,156-99.0% | $4,883-98.8% | $11,250-99.5% |