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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 | $278,928 | $157,829+76.7% | $136,867+103.8% | $198,609+40.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 16.07% | 51.25%-35.2pp | 42.97%-26.9pp | 202.70%-186.6pp |
| Employer contribution / active EE | $8,525 | $3,923+117.3% | $3,547+140.3% | $5,055+68.6% |
| Participant deferral / active EE | $11,500 | $5,463+110.5% | $4,924+133.6% | $6,977+64.8% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |