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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 | $400,451 | $117,444+241.0% | $99,479+302.5% | $152,909+161.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 12.54% | 31.87%-19.3pp | 30.72%-18.2pp | 345.46%-332.9pp |
| Employer contribution / active EE | $11,114 | $3,014+268.8% | $2,540+337.5% | $4,764+133.3% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |