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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 | $488,843 | $127,790+282.5% | $106,555+358.8% | $167,536+191.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.16% | 33.88%-13.7pp | 26.80%-6.6pp | 478.82%-458.7pp |
| Employer contribution / active EE | $18,045 | $3,428+426.5% | $2,819+540.0% | $4,839+272.9% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $213 | $11,229-98.1% | $7,408-97.1% | $12,315-98.3% |