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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 | $267,600 | $176,402+51.7% | $134,162+99.5% | $158,966+68.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.02% | 63.66%-47.6pp | 36.35%-20.3pp | 302.95%-286.9pp |
| Employer contribution / active EE | $21,558 | $5,042+327.6% | $3,705+481.9% | $4,762+352.7% |
| Participant deferral / active EE | $6,500 | $4,093+58.8% | $3,500+85.7% | $5,983+8.6% |
| Admin fee / account holder | $13 | $8,719-99.9% | $6,685-99.8% | $11,250-99.9% |