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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 | $369,973 | $162,821+127.2% | $133,978+176.1% | $158,982+132.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.58% | 41.95%-17.4pp | 45.10%-20.5pp | 302.99%-278.4pp |
| Employer contribution / active EE | $7,500 | $4,976+50.7% | $3,919+91.4% | $4,763+57.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $35 | $11,742-99.7% | $8,930-99.6% | $11,252-99.7% |