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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 | $326,807 | $112,935+189.4% | $90,970+259.2% | $158,966+105.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.06% | 215.79%-208.7pp | 134.58%-127.5pp | 302.95%-295.9pp |
| Employer contribution / active EE | $12,025 | $2,895+315.4% | $2,122+466.6% | $4,762+152.5% |
| Participant deferral / active EE | $10,040 | $4,129+143.2% | $3,373+197.6% | $5,983+67.8% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |