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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 | $292,620 | $185,883+57.4% | $170,043+72.1% | $139,466+109.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.45% | 60.54%-47.1pp | 53.40%-40.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $14,592 | $7,596+92.1% | $6,790+114.9% | $4,754+206.9% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |