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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 | $345,281 | $100,147+244.8% | $81,286+324.8% | $145,877+136.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 34.44%-24.0pp | 24.80%-14.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $7,500 | $2,977+151.9% | $2,463+204.5% | $4,663+60.8% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $15 | $8,201-99.8% | $5,764-99.7% | $13,402-99.9% |