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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 | $356,285 | $127,790+178.8% | $106,555+234.4% | $167,536+112.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.83% | 33.88%-22.0pp | 26.80%-15.0pp | 478.82%-467.0pp |
| Employer contribution / active EE | $6,623 | $3,428+93.2% | $2,819+134.9% | $4,839+36.9% |
| Participant deferral / active EE | $9,972 | $5,088+96.0% | $4,399+126.7% | $6,342+57.2% |
| Admin fee / account holder | $1 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |