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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 | $403,254 | $124,298+224.4% | $109,152+269.4% | $167,497+140.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.62% | 26.04%-10.4pp | 25.75%-10.1pp | 478.62%-463.0pp |
| Employer contribution / active EE | $17,400 | $4,208+313.5% | $3,722+367.5% | $4,838+259.7% |
| Participant deferral / active EE | $19,500 | $5,256+271.0% | $4,653+319.0% | $6,341+207.5% |
| Admin fee / account holder | $0 | $7,971-100.0% | $6,753-100.0% | $12,310-100.0% |