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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 | $302,083 | $95,975+214.8% | $74,549+305.2% | $135,379+123.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 8.51% | 56.96%-48.5pp | 32.53%-24.0pp | 519.79%-511.3pp |
| Employer contribution / active EE | $4,500 | $2,716+65.7% | $1,961+129.5% | $4,779-5.8% |
| Participant deferral / active EE | $5,735 | $3,844+49.2% | $3,108+84.5% | $5,609+2.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |