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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 | $421,159 | $125,237+236.3% | $105,608+298.8% | $145,877+188.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.87% | 225.76%-214.9pp | 116.50%-105.6pp | 551.28%-540.4pp |
| Employer contribution / active EE | $19,398 | $3,720+421.4% | $3,167+512.5% | $4,663+316.0% |
| Participant deferral / active EE | $15,630 | $5,711+173.7% | $5,010+212.0% | $6,691+133.6% |
| Admin fee / account holder | $152 | $17,287-99.1% | $11,028-98.6% | $13,402-98.9% |