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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 | $433,077 | $108,942+297.5% | $100,415+331.3% | $145,897+196.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.41% | 58.27%-35.9pp | 49.47%-27.1pp | 552.29%-529.9pp |
| Employer contribution / active EE | $23,583 | $4,422+433.3% | $3,943+498.1% | $4,663+405.8% |
| Participant deferral / active EE | $25,500 | $8,461+201.4% | $8,091+215.2% | $6,689+281.2% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |