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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 | $360,115 | $112,915+218.9% | $90,965+295.9% | $158,950+126.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.04% | 215.75%-194.7pp | 134.57%-113.5pp | 302.91%-281.9pp |
| Employer contribution / active EE | $20,865 | $2,894+621.0% | $2,122+883.2% | $4,762+338.2% |
| Participant deferral / active EE | $13,000 | $4,128+214.9% | $3,373+285.4% | $5,983+117.3% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |