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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 | $411,672 | $115,814+255.5% | $101,275+306.5% | $158,982+158.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.55% | 56.16%-48.6pp | 46.48%-38.9pp | 302.99%-295.4pp |
| Employer contribution / active EE | $16,129 | $4,176+286.3% | $3,660+340.7% | $4,763+238.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |