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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 | $295,580 | $103,038+186.9% | $90,324+227.2% | $152,909+93.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.19% | 95.25%-74.1pp | 78.15%-57.0pp | 345.46%-324.3pp |
| Employer contribution / active EE | $15,377 | $3,141+389.6% | $2,856+438.5% | $4,764+222.8% |
| Participant deferral / active EE | $7,058 | $4,282+64.8% | $3,885+81.7% | $5,851+20.6% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |