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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 | $302,157 | $116,203+160.0% | $93,621+222.7% | $152,897+97.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.21% | 35.96%-11.8pp | 32.76%-8.6pp | 345.43%-321.2pp |
| Employer contribution / active EE | $13,647 | $3,219+323.9% | $2,719+402.0% | $4,764+186.5% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |