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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 | $312,387 | $109,904+184.2% | $97,167+221.5% | $145,959+114.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 21.09% | 243.43%-222.3pp | 75.27%-54.2pp | 561.95%-540.9pp |
| Employer contribution / active EE | $5,499 | $3,084+78.3% | $2,729+101.5% | $4,661+18.0% |
| Participant deferral / active EE | $16,593 | $4,676+254.9% | $4,264+289.2% | $6,689+148.1% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |