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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 | $360,032 | $176,402+104.1% | $134,162+168.4% | $158,982+126.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 2.29% | 63.66%-61.4pp | 36.35%-34.1pp | 302.99%-300.7pp |
| Employer contribution / active EE | $26,375 | $5,042+423.1% | $3,705+611.9% | $4,763+453.8% |
| Participant deferral / active EE | $13,000 | $4,093+217.6% | $3,500+271.5% | $5,983+117.3% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |