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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 | $70,366+296.4% | $66,674+318.3% | $138,895+100.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.07% | 386.41%-370.3pp | 321.24%-305.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $8,525 | $2,765+208.3% | $2,620+225.4% | $4,194+103.3% |
| Participant deferral / active EE | $11,500 | $4,374+162.9% | $4,084+181.6% | $6,396+79.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |