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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 | $431,355 | $93,346+362.1% | $71,796+500.8% | $273,972+57.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.51% | 130.39%-125.9pp | 78.04%-73.5pp | 41.46%-36.9pp |
| Employer contribution / active EE | $29,966 | $2,733+996.3% | $1,924+1457.1% | $4,869+515.5% |
| Participant deferral / active EE | $22,000 | $3,475+533.1% | $2,794+687.3% | $5,287+316.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |