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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 | $306,170 | $103,000+197.3% | $90,300+239.1% | $152,885+100.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.79% | 95.19%-73.4pp | 78.11%-56.3pp | 345.39%-323.6pp |
| Employer contribution / active EE | $12,535 | $3,138+299.4% | $2,854+339.2% | $4,763+163.2% |
| Participant deferral / active EE | $9,955 | $4,281+132.6% | $3,884+156.3% | $5,851+70.1% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |